Unclaimed
Liliana Mendoza is a financial advisor registered with Cambridge Investment Research, Inc. and has been in the industry since January 14, 2021. Liliana is licensed in Washington and has passed the Series 63, Series 6TO, and SIE exams. Previously, Liliana worked at J.P. MORGAN SECURITIES LLC.
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.
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.
1
2
WA
08/19/2024 - Present
Cambridge Investment Research, Inc. (Yakima WA)
WA
01/11/2021 - 08/14/2024
J.P. MORGAN SECURITIES LLC (YAKIMA WA)
BC
Issued 01/26/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/11/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/18/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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