Unclaimed
Jaime Torres-mendoza is a Registered Representative and Investment Advisor Representative with First Command Advisory Services. Jaime has been in the securities industry for over 2 years. Jaime has a Series 7TO, Series 66 and SIE license. Jaime specializes in Financial Planning and Portfolio Management for Individuals. Jaime is also an Adjunct Professor at Central Texas College.
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.
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
TX
05/04/2023 - Present
First Command Advisory Services (FORT WORTH TX)
TX
09/25/2020 - 12/06/2022
FIRST COMMAND BROKERAGE SERVICES, INC. (KILLEEN TX)
BOTH
Issued 11/01/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/25/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/27/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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