Unclaimed
Alondra Azurmendi is an active investment advisor representative with MML Investors Services, LLC. Alondra has been in the industry since 2008 and has experience with USAA Financial Advisors, Inc. and Charles Schwab & Co., Inc. Alondra is registered in Arizona to provide both securities and investment advisory services.
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
AZ
05/29/2018 - Present
MML Investors Services, LLC (Sun City AZ)
AZ
02/12/2010 - 11/22/2017
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
12/20/2007 - 02/09/2010
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
IA
Issued 12/03/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/06/2018
Series 4 - Registered Options Principal Examination
BC
Issued 04/02/2016
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/18/2014
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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