Unclaimed
Angelica Mendiola is an Investment Advisor Representative associated with Principal Advised Services. Angelica is licensed to offer securities advice in 37 states, and has been in the industry since July 2016. Angelica's prior experience includes roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Capital One Bank, Bank of America, N.A., Principal Life Insurance Company, Principal Securities Inc., and Principal Advised Services. Angelica offers financial planning and portfolio management for individuals.
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.
Helps you choose top advisors aligned with your 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.
1
2
TX
10/31/2022 - Present
Principal Advised Services (Addison TX)
TX
06/23/2016 - 04/03/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)
BOTH
Issued 08/19/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Angelica Mendiola is the right advisor for you? Invested Better is here to help.