Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ismael? Claim Your ProfileIsmael Eduardo Mejia is a financial advisor with Wells Fargo Clearing Services, LLC. He has been in the securities industry since 2013. Ismael Eduardo Mejia has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. He also has experience working with pension and profit-sharing plans. Ismael Eduardo Mejia offers a range of services, including investment consulting, financial planning, portfolio management, and selection of other advisors.
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
CA
02/28/2024 - Present
Wells Fargo Clearing Services, LLC (SANTA BARBARA CA)
CA
10/19/2013 - 08/27/2022
J.P. MORGAN SECURITIES LLC (SANTA BARBARA CA)
BOTH
Issued 02/28/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/30/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/27/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Ismael Mejia is the right advisor for you? Invested Better is here to help.
