Unclaimed
Alexandra Mendoza is a financial advisor with Lincoln Investment. Alexandra is registered with FINRA and is a Series 7 and SIE license holder. She currently works at the Braintree, MA branch of Lincoln Investment. Alexandra has been in the financial industry for over 12 months.
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.
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.
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.
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2
MA
11/13/2023 - Present
Lincoln Investment (Braintree MA)
BC
Issued 11/10/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/14/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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