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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lianabel? Claim Your ProfileLianabel Mendez is a financial advisor at Raymond James & Associates, Inc. Lianabel has been working in the financial services industry since December 1998. Lianabel has worked for several firms, including UBS Financial Services Inc., UBS Financial Services Incorporated of Puerto Rico, and Santander Securities. Lianabel is a registered representative with FINRA and is registered to sell securities in Florida. Lianabel has passed several industry exams, including the Series 7, Series 3, Series 10, Series 9, Series 24, and the SIE. Lianabel specializes in a variety of financial services, including securities, commodities, options, and financial planning.
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.
Please see note in schedule d - miscellaneous
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
FL
09/12/2018 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
PR
03/15/2000 - 08/17/2018
UBS FINANCIAL SERVICES INC. (SAN JUAN PR)
PR
03/15/2000 - 10/12/2010
UBS FINANCIAL SERVICES INCORPORATED OF PUERTO RICO (SAN JUAN PR)
MA
11/11/1998 - 03/01/2000
SANTANDER SECURITIES (BOSTON MA)
BOTH
Issued 04/14/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/07/2006
Series 24 - General Securities Principal Examination
BC
Issued 08/16/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/03/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2004
Series 3 - National Commodity Futures Examination
BC
Issued 11/10/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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