Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alejandra? Claim Your ProfileAlejandra Mendez is a financial advisor with Wells Fargo Clearing Services, LLC in Palm Beach Gardens, Florida. Alejandra has been in the industry since 2009, and has a strong track record of success. She is registered with FINRA and the state of Florida, and holds Series 7, Series 66, and SIE licenses. Previously, Alejandra worked for Morgan Stanley and Wells Fargo Clearing Services, LLC, where she provided financial advice to individual and institutional clients. Alejandra is committed to providing personalized financial advice to help her clients achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
06/05/2024 - Present
Wells Fargo Clearing Services, LLC (PALM BEACH GARDENS FL)
FL
04/17/2017 - 06/11/2024
MORGAN STANLEY (Palm Beach Gardens FL)
FL
09/22/2009 - 03/24/2017
WELLS FARGO CLEARING SERVICES, LLC (WEST PALM BEACH FL)
BOTH
Issued 03/07/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2009
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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