Monica Adam

Monica Adam

Financial Advisor, BGC Financial Services LLC
 

Currently employed at BGC Financial Services LLC

 

Previous: Universidad Politécnica De Madrid

 

    Summary

    We help millions of individual investors around the world meet their financial goals. Corporations, governments, pension and retirement plans, and nonprofit organizations rely on us to protect and grow their assets. We offer equity, fixed-income and balanced investment portfolios through separately managed accounts and pooled funds. We provide practice management and investment services to help financial advisors and intermediaries develop highly effective solutions and portfolios for their clients. We represent successful Commodity Trading Advisors, professional money managers that employ various trading stategies utilizing futures products. These investment vehicles, known as professionally managed futures, are recommended to suitable investors as stand-alone investments and as a vital component of portfolios consisting primarily of stocks and bonds.

Experiences

Financial Advisor

At BGC Financial Services LLC

From 2009 to Present
• contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises; • conducting in-depth reviews of clients' financial circumstances, current provision and future aims; • analysing information and preparing plans best suited to individual...
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Skills

 
  • Finance
  • Financial analyst
  • Financial Planning
  • Financial Services