MONICA M. JOFFRE is an investment adviser representative (IAR) with state registration records since 2002, appearing at 8 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2021-03-23 | 2025-03-31 | — |
| USAA INVESTMENT SERVICES COMPANY | 2019-10-07 | 2020-07-30 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2019-03-01 | 2019-09-25 | — |
| INDEPENDENT FINANCIAL GROUP, LLC | 2018-11-27 | 2019-02-22 | — |
| STRATOS WEALTH PARTNERS, LTD | 2017-08-22 | 2018-09-09 | — |
| CHARLES SCHWAB & CO., INC. | 2011-01-03 | 2017-05-16 | — |
| WELLS FARGO INVESTMENTS, LLC | 2002-10-16 | 2009-08-18 | — |