Monica Salaiz Narvaez

Current Employers

Employment History

• 08/1987 → Present
  Minnesota Life
  St Paul, MN
• 09/2006 → Present
  Freelife
  El Paso, TX
• 11/2006 → Present
  Jdw Insurance
  Ex Paso, TX
• 04/2016 → 08/2019
  M Holdings Securities, Inc.
  Portland, OR
• 08/2009 → Present
  Strategic Wealth Advisors
  Portland, OR
• 08/2019 → 08/2024
  Triad Advisors Llc
  El Paso, TX
• 08/2019 → Present
  Triad Hybrid Solutions
  El Paso, TX
• 08/2024 → Present
  Osaic Wealth, Inc.
  El Paso, TX

Previous Registrations

• 2016-04-15 → 2019-08-30
  M Holdings Securities, Inc.
  El Paso, TX
  Portland, OR
• 2009-08-28 → 2016-05-02
  Investors Capital Corp.
  Lynnfield, MA
  Tustin, CA
  El Paso, TX
  El Paso, TX
  Gilford, NH
  Lynnfield, MA
  Lynnfield, MA
  Lynnfield, MA
• 1988-09-07 → 2009-08-26
  Securian Financial Services, Inc.
  El Paso, TX
  El Paso, TX
  El Paso, TX
  El Paso, TX

Other Businesses

1)Strategic WA LLC;investment related;600 Sunland Dr,Ste 1-100,El Paso,TX 79912;dba;partner;4/2009;160 hrs/month;6.5 hrs during trading;dba,provide financial advice and offer/sell commission products 3)Fixed insurance-various carriers;not investment related;600 Sunland Dr,Ste 1-100,El Paso,TX 79912;fixed insurance sales;representative,agent;4/2016;20 hrs/month;4 hrs during trading;offer/sell life insurance,ltd,disability to meet client overall financial needs 4)Monica S Narvaez,CFP LLC;not investment related;600 Sunland Dr,Ste 1-100,El Paso,TX 79912;solely for tax purposes;managing member;12/2018;0 hrs/month;0 hrs during trading;solely for tax purposes 5)Fusion Financial Network/Paso Del Norte;not investment related;600 Sunland,Ste 1-100,El Paso,TX 79912;marketing organization;partner;11/13/2009;0 hrs/month;0 hrs during trading;solely used for marketing purposes 6)El Paso Symphony Orchestra;not investment related;1 Civic Center Plz,El Paso,TX 79901;orchestra concerts,educational & outreach;board member;10/2021;5-10 hrs/month;0-1 hr during trading;volunteer to give direction and guidance on business matters,concerts and outreach programs 7) EMERGENCE HEALTH NETWORK POSITION: board member NATURE: Non Profit. Largest provider for mental health, intellectual/development disabilities & substance abuse treatment services in El Paso, TX. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 12/15/2021 ADDRESS: 201 E Main St, El Paso TX 79901, United States DESCRIPTION: Board Member - volunteer to give direction and guidance on business matters. 8) M FINANCIAL GROUP POSITION: Representative/Member firm NATURE: M Financial Group is a national insurance organization structured as a corporation that develops and distributes proprietary life insurance products through its member firms and affiliated producers. INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 10 START DATE: 04/01/2016 ADDRESS: 1125 N.W. Couch Street, Ste 900, Portland OR 97209, United States DESCRIPTION: My duties with M Financial Group involve offering and selling their approved fixed life insurance products when appropriate for client needs. This includes evaluating product features, presenting suitable options, assisting with applications, and coordinating required documentation. I do not engage in any variable product activity, product design, underwriting, or supervisory functions. My involvement is strictly limited to the fixed-insurance products permitted by my broker-dealer, Osaic. 9) STRATEGIC WA LLC POSITION: Member Associate NATURE: Strategic WA LLC is a member-managed limited liability company that serves as the operating entity for its licensed and registered representatives. It collects revenue to cover shared business overhead, including payroll, employment taxes, office space, staffing, and administrative expenses. The LLC provides the structure through which its members conduct their advisory and insurance-related business activities. I am one of three members. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 8 START DATE: 04/01/2009 ADDRESS: 123 W. Mills Av., Ste 200, El Paso TX 79901, United States DESCRIPTION: As a Member Associate, I share responsibility with the other LLC members for operational and administrative functions. This includes contributing my portion of overhead, participating in oversight of banking, bookkeeping, employment tax matters, annual tax preparation, and supervising staff. These duties support the LLC's operations and are separate from my advisory role.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-09-30
• S63 Uniform Securities Agent State Law Examination
  1988-02-06

Designations

Other Names

• Monica Ann Salaiznarvaez
• Monica Ann Salaiz
• Monica S Narvaez