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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ethan? Claim Your ProfileEthan Anthony Mendoza is a registered investment advisor representative with Fidelity Personal and Workplace Advisors. Ethan has been in the financial services industry since 2018 and has experience working with individuals, high-net-worth individuals, corporations, businesses, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Ethan has been registered with FINRA since 2019 and is currently registered in 53 states and 2 provinces. Ethan offers a variety of financial services, including financial planning, educational seminars, portfolio management, and selection of other advisors.
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.
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.
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2
FL
01/12/2024 - Present
Fidelity Personal AND Workplace Advisors (ORLANDO FL)
VA
05/01/2019 - 02/23/2023
EDWARD JONES (Reston VA)
VA
05/01/2018 - 04/30/2019
WELLS FARGO CLEARING SERVICES, LLC (VIENNA VA)
IA
Issued 07/05/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/10/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/25/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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