Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mindy? Claim Your ProfileMindy Mejia is a registered representative and investment advisor representative with LPL Financial LLC in Bloomington, Minnesota. Mindy has been in the industry for over 20 years and holds Series 66, Series 7TO and SIE licenses. Mindy also specializes in providing financial planning services, portfolio management, and other advisory services to individuals, businesses, and organizations. In addition to LPL Financial LLC, Mindy also operates Mindy Mejia CPA LLC, a separate entity for tax and investment purposes.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MN
05/02/2024 - Present
LPL Financial LLC (BLOOMINGTON MN)
BOTH
Issued 05/01/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/29/2024
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2024
Series 7TO - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Mindy Mejia is the right advisor for you? Invested Better is here to help.
