Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hugo? Claim Your ProfileHugo Rogelio Mendoza solis is a financial advisor with Edward Jones. Hugo has been in the financial industry since 2016 and has a broad range of experience in investment advice and brokerage services. Hugo is licensed and registered with various states, including California and Texas. Hugo is also registered with FINRA. Hugo's experience with Wells Fargo Advisors, LLC and Wells Fargo Bank, NA allows Hugo to provide comprehensive financial guidance to individuals, families, and businesses. Hugo's commitment to building strong client relationships and providing tailored solutions helps Hugo provide clients with the personalized attention and support they need to achieve their financial 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.
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.
See schedule d - miscellaneous
1
2
CA
10/10/2024 - Present
Edward Jones (SONOMA CA)
CA
11/04/2016 - 04/19/2022
WELLS FARGO CLEARING SERVICES, LLC (ROHNERT PARK CA)
IA
Issued 05/07/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/16/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2017
Series 7 - General Securities Representative Examination
BC
Issued 11/04/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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