Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrzej? Claim Your ProfileAndrzej Mendela is a financial advisor with Edelman Financial Engines, a firm with over $270 billion in regulatory assets under management. Andrzej has been a financial advisor for over 15 years, and specializes in helping individuals, high-net-worth individuals, corporations, and charitable organizations with financial planning, portfolio management, and other advisory services. Andrzej is registered as an Investment Advisor Representative in Michigan and Texas. Andrzej has previously worked for EF Legacy Securities, LLC, Sanders Morris Harris LLC, Signator Investors, Inc., and Citigroup Global Markets Inc. Andrzej has earned his Series 63, 66 and 7 licenses. He is also a graduate of the SIE exam.
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.
Set-up fees & related svcs; reimbursements for printed materials
1
2
MI
11/01/2018 - Present
Edelman Financial Engines (TROY MI)
MI
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (NOVI MI)
MI
09/19/2012 - 04/22/2016
SANDERS MORRIS HARRIS LLC (TROY MI)
MI
03/30/2009 - 09/18/2012
SIGNATOR INVESTORS, INC. (SOUTHFIELD MI)
NY
11/01/2005 - 07/14/2008
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BOTH
Issued 03/18/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/21/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2005
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Andrzej Mendela is the right advisor for you? Invested Better is here to help.
