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Aimee karen Villarta Mendoza

Alliance-ONE Investments, LLC

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About Aimee karen Villarta Mendoza

Aimee Karen Villarta Mendoza is a financial professional with Alliance-ONE Investments, LLC. Aimee Karen has been in the financial services industry since 2020, with experience at Riversource Distributors, Inc. before joining Alliance-ONE Investments, LLC. Aimee Karen holds the Series 6TO and SIE exams. Aimee Karen's current firm is located in Tulsa, Oklahoma.

Firm Information

Aimee karen Mendoza is currently registered with Alliance-ONE Investments, LLC. Alliance-ONE Investments, LLC is a Limited Liability Company formed on October 20, 2016. The firm is registered with the SEC and has one approved registration.

Not reported

Assets Under Management

Not reported

Total Clients

428

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Aimee karen Mendoza’s Registration & Firm History

OK

09/05/2024 - Present

Alliance-ONE Investments, LLC (Tulsa OK)

MN

10/08/2020 - 07/19/2024

RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 10/08/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/08/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Aimee karen Villarta Mendoza.
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