Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ivan? Claim Your ProfileIvan Mendez is a registered representative with Equitable Advisors, LLC in Port St. Lucie, FL. Ivan has been in the industry since 2024. Ivan has passed the General Securities Representative Examination (Series 7TO) and the Securities Industry Essentials Examination (SIE). Ivan is registered with the state of Florida. Equitable Advisors, LLC is a large financial services company that provides a wide range of financial products and services to individuals and businesses.
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.
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2
FL
04/04/2024 - Present
Equitable Advisors, LLC (PORT ST LUCIE FL)
BC
Issued 04/04/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/05/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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