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Angelica Mendiola

Principal Advised Services

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About Angelica Mendiola

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.

Firm Information

Angelica Mendiola is currently registered with Principal Advised Services. Principal Advised Services is a registered investment advisor based in Des Moines, IA. They offer portfolio management for individuals and selection of other advisors. The firm manages $569,489,941 in regulatory assets under management, primarily for individuals other than high-net-worth individuals. They also have a wrap fee program.
Principal Advised Services

655 9TH STREET

DES MOINES, IA 50309

$569.49M

Assets Under Management

1,268

Total Clients

144

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Angelica Mendiola’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Angelica Mendiola.
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