Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Mendoza is a financial advisor with over 14 years of experience in the industry. Matthew currently holds registrations with both Rockefeller Financial LLC and Rockefeller Capital Management. Matthew is a registered representative and investment advisor representative in 32 states and the District of Columbia. Matthew is a highly experienced advisor who specializes in financial planning, portfolio management, and pension consulting. Matthew provides advisory services to a variety of clients, including individuals, families, businesses, corporations, charitable organizations, and pension and profit-sharing plans. Matthew is committed to providing personalized financial advice to help his clients achieve their financial goals.
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.
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CA
05/27/2022 - Present
Rockefeller Financial LLC (Los Gatos CA)
CA
02/15/2008 - 06/03/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN JOSE CA)
BOTH
Issued 04/24/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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