Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ismael? Claim Your ProfileIsmael Mendez is a financial advisor registered with J.p. Morgan Securities LLC, located in INDIANAPOLIS, IN. Ismael has been in the industry since June 2, 2024. Ismael has passed the Series 63, Series 6TO and SIE exams and holds a current registration with the state of Indiana. Ismael is specialized in a variety of areas including but not limited to: Individual Clients, Retirement Planning, Annuities, Mutual Funds, and Variable Annuities. Ismael is affiliated with a firm that manages over $249 billion in assets and serves a variety of client types including individuals, high-net-worth individuals, corporations, charitable organizations, and insurance companies.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
IN
06/03/2024 - Present
J.p. Morgan Securities LLC (INDIANAPOLIS IN)
BC
Issued 06/17/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/17/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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