Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Manuel? Claim Your ProfileManuel Dewayne Mendonca is a financial advisor currently registered with Ameriprise Financial Services, LLC. Manuel has been a registered representative for over 26 years, starting his career in the industry on July 25, 1996. Manuel is licensed to conduct business in California, Idaho, Oregon, and Washington. Prior to joining Ameriprise Financial Services, LLC, Manuel was registered with Stifel, Nicolaus & Company, Incorporated and Allstate Financial Services, LLC, among others.
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.
Asset allocation services
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.
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2
CA
05/23/2016 - Present
Ameriprise Financial Services, LLC (Visalia CA)
CA
01/12/2012 - 05/12/2016
STIFEL, NICOLAUS & COMPANY, INCORPORATED (VISALIA CA)
CA
08/30/2006 - 12/22/2011
ALLSTATE FINANCIAL SERVICES, LLC (VISALIA CA)
FL
01/14/2004 - 08/31/2006
KOVACK SECURITIES INC. (FT. LAUDERDALE FL)
VA
06/18/1996 - 01/05/2004
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
BOTH
Issued 06/26/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/06/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/06/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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