Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Lionel Mendes has been in the industry since February 5, 2008. Michael is currently registered with Bankers Life Advisory Services, Inc. and is licensed in Florida. Michael has previously worked for several firms including PROEQUITIES, INC., UVEST FINANCIAL SERVICES GROUP, INC., ASSET MANAGEMENT SECURITIES CORP., INVESTACORP, INC., WALLSTREET ELECTRONICA, INC., and MORGAN STANLEY DW INC. Michael has passed the Series 65, Series 66, Series 7, Series 24, Series 31, and SIE exams. Michael specializes in portfolio management for individuals, selection of other advisors, educational seminars, and financial planning.
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.
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.
A percentage of the total value of assets under management is charged.
Non-discretionary investment consulting services
1
2
IL
07/05/2017 - Present
Bankers Life Advisory Services, Inc. (CHICAGO IL)
FL
10/10/2014 - 05/26/2016
PROEQUITIES, INC. (CORAL GABLES FL)
FL
02/13/2007 - 08/31/2009
UVEST FINANCIAL SERVICES GROUP, INC. (PLANTATION FL)
FL
11/21/2003 - 09/30/2005
ASSET MANAGEMENT SECURITIES CORP. (BOCA RATON FL)
FL
10/24/2003 - 12/04/2003
INVESTACORP, INC. (MIAMI FL)
FL
01/15/2003 - 10/24/2003
WALLSTREET ELECTRONICA, INC. (CORAL GABLES FL)
NY
08/13/2001 - 01/08/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 10/23/2014
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/14/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/26/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2014
Series 7 - General Securities Representative Examination
BC
Issued 08/30/2001
Series 31 - Futures Managed Funds Examination
Active
Inactive
F
FINRA
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