Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christina marie? Claim Your ProfileChristina marie Custodio Mendoza is a financial advisor with over five years of experience in the industry. Christina marie is currently registered with MML Investors Services, LLC and is licensed to provide financial advice in California and New York. Christina marie has a strong background in investment management and has a Series 6 and Series 63 license, along with the Securities Industry Essentials (SIE) exam. Prior to joining MML Investors Services, LLC, Christina marie worked at NYLIFE SECURITIES LLC.
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.
Asset allocation programs
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.
Solicitors fees
1
2
CA
10/04/2023 - Present
MML Investors Services, LLC (SAN JOSE CA)
CA
07/09/2018 - 10/11/2023
NYLIFE SECURITIES LLC (SAN JOSE CA)
BC
Issued 08/31/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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