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Monique Jaglowski

Monique Jaglowski

Wealth Management Client Services

Followers of Monique Jaglowski2000 followers
location of Monique JaglowskiMilwaukee, Wisconsin, United States

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  • Timeline

  • About me

    Vice President - Investments | Financial Advisor at BMO Wealth Management U.S.

  • Education

    • Rider University

      2004 - 2008
      Bachelor of Business Administration (BBA) Finance and Financial Management Services

  • Experience

    • Merrill Lynch

      Dec 2007 - Aug 2013
      Wealth Management Client Services

    • UBS

      Aug 2013 - Aug 2014
      Wealth Management Client Services

    • BMO Global Asset Management

      Sept 2014 - Nov 2021
      Associate, Internal Sales - Intermediary Distribution

    • Allspring Global Investments

      Nov 2021 - Apr 2024
      Associate Regional Director - Intermediary Distribution

    • BMO Wealth Management - U.S.

      Apr 2024 - now
      Vice President - Investments | Financial Advisor

      BMO Investment Services is a brand name used by certain employees of BMO Bank N.A. who provide advisory, brokerage, and insurance services offered through LPL Financial (LPL). Financial Advisors are investment advisor representatives of and offer securities and advisory services through LPL Financial (LPL), a registered investment advisor and broker-dealer, Member FINRA (www.finra.org) / SIPC (www.sipc.org). Insurance products are offered through LPL or its licensed affiliates.BMO Bank N.A. and BMO Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using BMO Investment Services, and are also employees of BMO Bank N.A. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, BMO Bank N.A or BMO Investment Services. BMO Wealth Management and BMO Investment Services are not affiliates of LPL. Securities and insurance offered through LPL or its affiliates are:-Not Insured by FDIC or Any Other Government Agency-Not BMO Bank Guaranteed-Not BMO Bank Deposits or Obligations-May Lose ValueThird party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Show less

  • Licenses & Certifications

    • Series 66

      Financial Industry Regulatory Authority
      Jun 2024

    • SIE - Securities Industry Essentials Examination

      Financial Industry Regulatory Authority
      Oct 2018

    • Series 63 - Uniform Securities Agent State Law Examination

      Financial Industry Regulatory Authority
      May 2014

    • Series 7 - General Securities Representative Examination

      Financial Industry Regulatory Authority
      May 2009

    • Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities

      Wisconsin Office of the Commissioner of Insurance (OCI)

  • Volunteer Experience

    • Tutor / Mentor

      Issued by Tutoring Chicago
      Tutoring ChicagoAssociated with Monique Jaglowski