Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Menendez is a financial advisor at Edward Jones. Lisa has been in the financial industry since 2004 and is registered with FINRA and in 7 states. Lisa's professional experience includes roles at Charles Schwab & Co., Inc., Robinhood Financial, LLC, and Morgan Stanley. Lisa holds the Series 7, Series 10, Series 9, Series 24, Series 31, Series 63, Series 66, and SIE licenses. Lisa specializes in financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
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.
See schedule d - miscellaneous
1
2
MO
03/28/2024 - Present
Edward Jones (ST LOUIS MO)
FL
06/22/2020 - 01/08/2024
CHARLES SCHWAB & CO., INC. (Orlando FL)
FL
11/11/2019 - 06/15/2020
ROBINHOOD FINANCIAL, LLC (Lake Mary FL)
FL
04/18/2008 - 10/25/2019
CHARLES SCHWAB & CO., INC. (Winter Park FL)
FL
08/16/2007 - 01/25/2008
MORGAN STANLEY & CO., INCORPORATED (WINTER PARK FL)
TX
10/15/1993 - 12/27/1996
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 09/14/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/18/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/07/2024
Series 24 - General Securities Principal Examination
BC
Issued 11/09/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/24/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 08/15/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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