Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mirna? Claim Your ProfileMirna Menendez is a registered representative with Fidelity Personal And Workplace Advisors. Mirna has been in the financial services industry since 2012 and has a wide range of experience in providing financial planning and portfolio management services. Mirna is licensed to provide investment advice in 52 states and the District of Columbia, and holds the Series 7, Series 6, Series 63 and Series 65 licenses. Mirna also holds the Securities Industry Essentials Examination (SIE) license. In addition to working with Fidelity Personal And Workplace Advisors, Mirna has previous experience with Wells Fargo Clearing Services, LLC and Wells Fargo Advisors LLC.
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.
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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2
TX
11/02/2021 - Present
Fidelity Personal AND Workplace Advisors (THE WOODLANDS TX)
TX
09/20/2012 - 10/04/2021
WELLS FARGO CLEARING SERVICES, LLC (THE WOODLANDS TX)
IA
Issued 10/18/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2014
Series 7 - General Securities Representative Examination
BC
Issued 09/19/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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