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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mendy? Claim Your ProfileMendy Ann Morgan is an investment advisor representative with The Ameriflex Group. Mendy is licensed in Florida and Nevada. Mendy has over 17 years of experience in the financial services industry. Mendy specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals. Mendy is also a registered principal with The Ameriflex Group. Mendy has worked for several other firms in the past, including SagePoint Financial, Inc., Cetera Advisor Networks LLC, and Summit Brokerage Services, Inc.
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.
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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2
FL
03/04/2022 - Present
THE Ameriflex Group (Punta Gorda FL)
FL
02/15/2022 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (Delray Beach FL)
FL
01/11/2019 - 02/25/2022
CETERA ADVISOR NETWORKS LLC (BOCA RATON FL)
FL
01/08/2019 - 12/03/2019
SUMMIT BROKERAGE SERVICES, INC. (BOCA RATON FL)
FL
06/19/2018 - 08/22/2018
SUMMIT BROKERAGE SERVICES, INC. (BOCA RATON FL)
MI
01/09/2017 - 08/22/2017
REGULUS ADVISORS, LLC (KENTWOOD MI)
MI
03/05/2012 - 02/28/2017
ROYAL SECURITIES COMPANY (GRANDVILLE MI)
MI
10/05/2007 - 11/18/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GRAND RAPIDS MI)
MI
05/17/2006 - 07/20/2007
USA ADVANCED PLANNERS INC. (GRAND RAPIDS MI)
MI
02/21/2003 - 05/16/2006
NEW ENGLAND SECURITIES (GRAND RAPIDS MI)
FL
11/15/2001 - 12/05/2002
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
NY
05/18/2000 - 09/05/2001
HOLD BROTHERS ON-LINE INVESTMENT SERVICES INC. (NEW YORK NY)
IA
Issued 09/13/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/07/2012
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 11/26/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/03/2019
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/18/2015
Series 4 - Registered Options Principal Examination
BC
Issued 06/08/2012
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 08/22/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2012
Series 7 - General Securities Representative Examination
BC
Issued 05/08/2000
Series 62 - Corporate Securities Limited Representative Examination
Active
Inactive
F
FINRA
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