Unclaimed
Cordelia Fuller Mendez is a financial professional with experience in the securities industry. Cordelia holds licenses and registrations including the Series 79TO, SIE, Series 52, and Series 63 exams. Cordelia is currently registered with Samuel A. Ramirez & Company, Inc. and is based in New York, NY. Cordelia previously worked at MORGAN STANLEY & CO. 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.
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.
1
2
NY
05/06/2024 - Present
Samuel A. Ramirez & Company, Inc. (NEW YORK NY)
NY
08/23/2016 - 05/06/2024
MORGAN STANLEY & CO. LLC (NEW YORK NY)
BC
Issued 08/26/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2016
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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