Unclaimed
Andres Mejia alfaro is a financial advisor at B. Riley Wealth Advisors, Inc. in Los Angeles. Andres has been in the securities industry since April 7, 2016 and holds Series 7, Series 66 and SIE licenses. Andres previously worked at Oppenheimer & Co. Inc. in Los Angeles. The Padilla Group, of which Andres is a member, provides investment-related services. Andres specializes in a wide range of client needs, including individuals, corporations, trusts, endowments, pension plans, and charitable organizations.
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.
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.
1
2
CA
08/26/2022 - Present
B. Riley Wealth Advisors, Inc. (Los Angeles, CA)
CA
03/22/2016 - 02/02/2018
OPPENHEIMER & CO. INC. (LOS ANGELES CA)
BOTH
Issued 05/10/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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