Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angel? Claim Your ProfileAngel Mendoza is a registered representative and investment advisor representative with Fidelity Personal and Workplace Advisors. Angel has been in the financial services industry since 2009. Angel's previous employment includes positions at Amerant Investments, Inc., Insigneo Securities, LLC, Citigroup Global Markets Inc., and J.P. Morgan Securities LLC. Angel has a Series 66 license. Angel holds a Securities Industry Essentials (SIE) exam and a General Securities Representative (Series 7) license. Angel works with clients from various backgrounds. Angel has worked with individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans.
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.
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
FL
02/03/2023 - Present
Fidelity Personal AND Workplace Advisors (ORLANDO FL)
FL
02/17/2022 - 09/02/2022
J.P. MORGAN SECURITIES LLC (ORLANDO FL)
FL
03/23/2021 - 08/23/2021
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
FL
07/12/2019 - 03/01/2021
INSIGNEO SECURITIES, LLC (MIAMI FL)
FL
05/21/2009 - 06/20/2019
AMERANT INVESTMENTS, INC. (CORAL GABLES FL)
BOTH
Issued 06/01/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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