Monica Walsh
David Lerner Associates, Inc.
Financial Planner in Perkasie, PA
Address:18 N Ridge Rd
Perkasie, PA 18944
About Monica Walsh
Monica Walsh is a financial professional at David Lerner Associates, Inc. located in Perkasie, Pennsylvania. Monica Walsh holds an industry securities registration subject to FINRA oversight having passed securities examinations including S63 and S7. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Monica Walsh provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Monica Walsh18 N Ridge Rd
Perkasie, PA 18944
Phone Number:
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Website:
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