Monica Ann Vinson
Investment adviser representative at Midwestern Securities Trading Co.,LLC
10 yearsExperience
1 stateRegistered in
$2BFirm assets
13 yearsFirm in business
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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 feeCommissionsOther
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
10 years in the industry.
- Midwestern Securities Trading Company, LLCApr 2022 to now
- Regions BankMay 2021 to Feb 2022
- Towneplace SuitesJul 2020 to May 2021
- JP Morgan ChaseAug 2019 to Aug 2021
- Market StreetMay 2019 to Aug 2019
- PotbellyJul 2018 to May 2019
- Avanti'sMay 2017 to Apr 2018
- Olympia High SchoolSep 2016 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (IL).
Midwestern Securities Trading Co.,LLC
Legal name: Midwestern Securities Trading Company, LLC
$2BAssets managed
11,847Clients
51Advisers
13 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
- 7544182
- Firm CRD
- 101080