Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniela? Claim Your ProfileDaniela Mendez is an investment advisor representative with MFS Institutional Advisors Inc. in Boston, MA. Daniela has been in the industry for over 5 years. Daniela is licensed in Florida and Massachusetts. Daniela has a Series 7, Series 66, and SIE. Daniela has previously worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and UBS Financial Services Inc. Daniela has experience working with individuals, high-net-worth individuals, businesses, corporations, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, pooled investment vehicles, state or municipal government entities, and sovereign wealth funds and foreign official institutions.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Transfer pricing arrangements with affiliates
1
2
MA
06/10/2024 - Present
MFS Institutional Advisors Inc. (BOSTON MA)
FL
09/24/2021 - 04/01/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIAMI FL)
FL
12/21/2018 - 08/31/2021
UBS FINANCIAL SERVICES INC. (MIAMI FL)
BOTH
Issued 06/23/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/22/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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