Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edwin? Claim Your ProfileEdwin Mendez is a financial professional with over 29 years of experience in the industry. Currently, Edwin is a Registered Representative and Investment Advisor Representative with J.P. Morgan Securities LLC. Previously, Edwin was affiliated with Labranche Financial Services, Inc., Quick & Reilly, Inc., and SureTrade, Inc.. Edwin holds several licenses and certifications including Series 4, 7, 8, 9, 10, 63, and SIE. Edwin is also a Registered Options Principal. Edwin specializes in providing financial planning and investment management services to individuals, businesses, corporations, charitable organizations, pension and profit-sharing plans, insurance companies, and labor unions.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
10/15/2004 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
07/17/2002 - 09/14/2004
LABRANCHE FINANCIAL SERVICES, INC. (NEW YORK NY)
NY
09/21/1993 - 07/11/2002
QUICK & REILLY, INC. (NEW YORK NY)
RI
01/01/1998 - 10/01/2001
SURETRADE INC. (LINCOLN RI)
BC
Issued 02/18/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/02/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 08/30/1994
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1993
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE Chicago, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
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