Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fernando? Claim Your ProfileFernando Mendoza is a financial advisor registered with Ameriprise Financial Services, LLC. Fernando is licensed to provide financial advice in California, New Mexico, Oregon, and Washington. Fernando has over 18 years of experience in the financial services industry. Fernando has held previous positions with J.P. MORGAN SECURITIES LLC, CHASE INVESTMENT SERVICES CORP., and WAMU INVESTMENTS, INC.. Fernando has a Series 6, Series 7, Series 63, and Series 66 license. Fernando specializes in asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
CA
11/22/2024 - Present
Ameriprise Financial Services, LLC (Los Banos CA)
CA
10/01/2012 - 06/09/2014
J.P. MORGAN SECURITIES LLC (TURLOCK CA)
CA
05/02/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (TURLOCK CA)
CA
06/16/2006 - 05/02/2009
WAMU INVESTMENTS, INC. (LOS BANOS CA)
BOTH
Issued 08/15/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/15/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2011
Series 7 - General Securities Representative Examination
BC
Issued 06/15/2006
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
Not sure Fernando Mendoza is the right advisor for you? Invested Better is here to help.
