Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edgar? Claim Your ProfileEdgar Mendoza is a financial advisor who is registered with LPL Financial LLC. Edgar has been in the financial industry since 2007 and has held positions with Nationwide Securities, LLC, MML Investors Services, Inc., Nationwide Securities, Inc., and NYLIFE Securities Inc. Edgar is registered with the state of Texas and New Mexico. Edgar holds a Series 6, Series 63 and SIE license. Edgar is licensed to offer investment products and services to individuals, corporations, charitable organizations, and pension and profit-sharing plans. Edgar specializes in financial planning, portfolio management, and other non-discretionary advisory services.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
05/07/2021 - Present
LPL Financial LLC (EL PASO TX)
TX
10/25/2011 - 12/31/2019
NATIONWIDE SECURITIES, LLC (THE WOODLANDS TX)
TX
09/05/2007 - 10/06/2008
MML INVESTORS SERVICES, INC. (EL PASO TX)
TX
07/07/2006 - 08/07/2007
NATIONWIDE SECURITIES, INC. (EL PASO TX)
NY
04/16/2002 - 06/30/2005
NYLIFE SECURITIES INC. (NEW YORK NY)
BC
Issued 02/13/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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