Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fernando? Claim Your ProfileFernando Mendez is a financial advisor with LPL Financial LLC, working out of the Temecula, CA office. Fernando has been in the financial services industry since 2018. Fernando holds the Series 6, 7, 63, and 66 licenses and has previous experience with Edward Jones and NYLIFE Securities LLC. Fernando provides a variety of financial planning and investment management services to individuals, businesses, and retirement plans. Fernando also offers consulting 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.
1
2
CA
01/01/2025 - Present
LPL Financial LLC (TEMECULA CA)
CA
02/23/2022 - 05/31/2024
EDWARD JONES (OCEANSIDE CA)
CA
12/26/2019 - 05/04/2021
NYLIFE SECURITIES LLC (RIVERSIDE CA)
CA
07/27/2018 - 11/27/2019
J.P. MORGAN SECURITIES LLC (FALLBROOK CA)
BOTH
Issued 03/17/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/08/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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