Unclaimed
Alejandro Mendieta is a financial advisor with MML Investors Services, LLC based in Fort Lauderdale, Florida. Alejandro has over 15 years of experience in the financial industry. Alejandro is registered to provide investment advice in California, Florida, New York and Texas. Prior to joining MML Investors Services, LLC Alejandro worked at LPL FINANCIAL LLC, Wells Fargo Advisors, LLC and Morgan Keegan & Company, INC. Alejandro specializes in providing financial planning, investment management, and retirement planning services to individuals, businesses and corporations. Alejandro has a proven track record of helping 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Asset allocation programs
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.
A percentage of the total value of assets under management is charged.
Solicitors fees
1
2
FL
09/21/2022 - Present
MML Investors Services, LLC (FT LAUDERDALE FL)
FL
11/06/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (CORAL GABLES FL)
FL
06/01/2010 - 11/16/2015
LPL FINANCIAL LLC (CORAL GABLES FL)
FL
01/24/2008 - 06/02/2010
WELLS FARGO ADVISORS, LLC (MIAMI FL)
FL
03/21/2006 - 01/07/2008
MORGAN KEEGAN & COMPANY, INC. (CORAL GABLES FL)
BOTH
Issued 04/13/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/29/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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