Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Anthony Menendez is an investment advisor representative with PNC Investments. Mark has been in the industry since 2005 and has a wide range of experience with different firms, including BBVA Securities Inc., Wells Fargo Advisors, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, BANC OF AMERICA INVESTMENT SERVICES, INC. and USAA INVESTMENT MANAGEMENT COMPANY. Mark holds the Series 63, 66, 7 and SIE licenses. Mark is registered to provide investment advice in Alabama, Arizona, California, Colorado, Indiana, Louisiana, Michigan, Minnesota, Missouri, New Mexico, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Texas, Virginia and Wisconsin. Mark specializes in providing portfolio management services to individuals and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
08/19/2021 - Present
PNC Investments (San Antonio TX)
TX
06/04/2014 - 08/16/2021
BBVA SECURITIES INC. (San Antonio TX)
TX
10/29/2010 - 02/25/2014
WELLS FARGO ADVISORS, LLC (SELMA TX)
TX
10/23/2009 - 11/02/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN ANTONIO TX)
TX
10/06/2006 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (SAN ANTONIO TX)
TX
11/16/2005 - 08/10/2006
WACHOVIA SECURITIES, LLC (SAN ANTONIO TX)
TX
11/16/2004 - 10/20/2005
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
BC
Issued 01/20/2005
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 10/17/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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