Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lesandro? Claim Your ProfileLesandro Ruben Mena is a registered investment advisor with Charles Schwab & Co., Inc. Lesandro has been in the industry since 2006 and has been registered with Charles Schwab & Co., Inc. since 2013. Lesandro is licensed to provide investment advice in Arizona, California, Colorado, Florida, Hawaii, Idaho, Illinois, Maryland, Michigan, Minnesota, Nevada, New Mexico, New York, North Carolina, Pennsylvania, South Dakota, Texas, Washington and West Virginia. Lesandro holds the Series 7 and Series 66 licenses. Lesandro also has experience with Chase Investment Services Corp., J.P. MORGAN SECURITIES LLC, and ROYAL ALLIANCE ASSOCIATES, INC. Lesandro is a financial advisor and can provide financial planning, security ratings and selection of other advisors services.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
CA
01/04/2019 - Present
Charles Schwab & CO., Inc. (La Jolla CA)
CA
10/01/2012 - 01/09/2013
J.P. MORGAN SECURITIES LLC (EL CAJON CA)
CA
12/16/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (ALPINE CA)
CA
02/03/2009 - 12/06/2010
ROYAL ALLIANCE ASSOCIATES, INC. (LA MESA CA)
CA
07/04/2006 - 02/09/2009
AXA ADVISORS, LLC (SAN DIEGO CA)
BOTH
Issued 06/17/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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