Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alma? Claim Your ProfileAlma C. Mendez is a registered representative with J.p. Morgan Securities LLC, located in PALM DESERT, CA. Alma C. Mendez specializes in investment company products, variable contracts and securities. Alma C. Mendez is registered with FINRA and has passed the Series 6TO and SIE exams. Alma C. Mendez has been in the industry since 8/26/2024. Alma C. Mendez works with clients of all types, but specializes in working with high net worth individuals, corporations or other businesses, and individuals other than high net worth individuals.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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CA
08/26/2024 - Present
J.p. Morgan Securities LLC (PALM DESERT CA)
BC
Issued 08/26/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/12/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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