Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Denny? Claim Your ProfileDenny Joel Mendez is a financial advisor with over 20 years of experience in the industry. Denny has a strong background in securities, with a Series 7, Series 24 and Series 63 license. Denny has worked for several financial institutions including BNY Investment Center Inc., Hornor, Townsend & Kent, Inc., and AXA Advisors, LLC. Denny is currently registered with Equitable Advisors, LLC and specializes in financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
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.
1
2
NY
04/24/2017 - Present
Equitable Advisors, LLC (NEW YORK NY)
NY
12/01/2015 - 03/17/2017
COLUMBUS ADVISORY GROUP, LTD. (NEW YORK NY)
CT
03/03/2014 - 12/21/2015
EQUITY SERVICES, INC. (GREENWICH CT)
NY
01/07/2011 - 03/17/2014
HORNOR, TOWNSEND & KENT, INC. (NEW YORK NY)
NY
10/12/2005 - 01/10/2011
AXA ADVISORS, LLC (NEW YORK NY)
NY
10/01/2002 - 10/07/2005
BNY INVESTMENT CENTER INC. (NEW YORK NY)
IA
Issued 07/08/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/06/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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