Unclaimed
Hector Mena is a registered investment advisor representative with Cetera Investment Advisers LLC. Hector has over 15 years of experience in the financial services industry, and is registered to provide investment advice in Connecticut, Florida, Georgia, New Jersey, Ohio, and Virginia. Prior to joining Cetera Investment Advisers LLC, Hector worked at Wells Fargo Clearing Services, LLC and Edward Jones. Hector holds the Series 66, Series 7 and SIE licenses. Hector specializes in providing financial planning and investment advice to individuals, families, businesses, charitable organizations, and pension and profit-sharing plans. Hector is also a college planning advisor and helps families with college planning to reduce costs with various funding sources.
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.
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
FL
07/10/2023 - Present
Cetera Investment Advisers LLC (Hypoluxo FL)
FL
06/10/2016 - 11/24/2021
WELLS FARGO CLEARING SERVICES, LLC (DELRAY BEACH FL)
FL
09/29/2007 - 06/14/2016
EDWARD JONES (WELLINGTON FL)
BOTH
Issued 10/13/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Hector Mena is the right advisor for you? Invested Better is here to help.