Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Falina? Claim Your ProfileFalina Mendenall is a financial advisor at Wells Fargo Clearing Services, LLC and has over 19 years of experience in the financial industry. Falina has a broad range of experience working with various clients including individuals, corporations, pension and profit-sharing plans, charitable organizations, and insurance companies. Falina holds Series 6, 7, 63 and 65 licenses and the SIE designation. Falina has been registered with Wells Fargo Clearing Services, LLC since April 2018. Previously, Falina was registered with CAPITAL ONE INVESTMENT SERVICES LLC and CAPITAL ONE INVESTMENTS, LLC. Falina has a strong commitment to providing her clients with personalized financial advice and strategies tailored to their specific needs and goals.
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.
Investment consulting services to institutional clients
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.
1
2
TX
04/17/2018 - Present
Wells Fargo Clearing Services, LLC (ORANGE TX)
TX
01/02/2015 - 04/20/2018
CAPITAL ONE INVESTING, LLC (Houston TX)
LA
05/31/2008 - 01/02/2015
CAPITAL ONE INVESTMENT SERVICES LLC (SULPHUR LA)
LA
02/22/2005 - 05/31/2008
CAPITAL ONE INVESTMENTS, LLC (SULPHUR LA)
IA
Issued 02/28/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/20/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/2008
Series 7 - General Securities Representative Examination
BC
Issued 02/21/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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