Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angel? Claim Your ProfileAngel Mendez is a registered investment advisor representative with RAI Wealth Management in Placentia, CA. Angel has been in the industry since 2023 and specializes in providing financial planning, pension consulting, and portfolio management services for individuals and businesses. Angel has a Series 65 license and holds a current registration with the state of California. Angel's previous experience includes working as a student and in landscaping.
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.
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.
Consulting services
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.
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CA
08/26/2023 - Present
RAI Wealth Management (PLACENTIA CA)
IA
Issued 08/25/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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