Monica Salaiz Narvaez
Investment adviser representative at Osaic Wealth, Inc.
39 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$234.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
39 years in the industry.
- Osaic Wealth, Inc.Aug 2024 to now
- Triad Hybrid SolutionsAug 2019 to now
- Strategic Wealth AdvisorsAug 2009 to now
- Jdw InsuranceNov 2006 to now
- FreelifeSep 2006 to now
- Minnesota LifeAug 1987 to now
- Triad Advisors LLCAug 2019 to Aug 2024
- M Holdings Securities, Inc.Apr 2016 to Aug 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1988
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1790398
- Firm CRD
- 23131