Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Mendoza is a financial professional with PFS Investments Inc. based in Tampa, Florida. Amy has been working in the financial industry since 2021 and holds the Series 63, Series 7TO, and Series 6TO licenses. She is registered to provide investment advice in Texas. Previously, Amy worked with Thrivent Investment Management Inc. in Spicewood, Texas.
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.
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.
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2
FL
07/28/2023 - Present
PFS Investments Inc. (TAMPA FL)
TX
09/28/2022 - 12/16/2022
THRIVENT INVESTMENT MANAGEMENT INC. (Spicewood TX)
BC
Issued 04/28/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/28/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/13/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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