Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mitchell? Claim Your ProfileMitchell Lewis Mendoza is a financial advisor at Fisher Investments. Mitchell has been in the financial services industry since 2012. Mitchell earned his Series 6, 7, 63 and 65 licenses. Mitchell holds the Chartered Financial Analyst designation. Mitchell has experience providing portfolio management services for individuals, families, businesses, and institutions. Mitchell has experience working with high net worth individuals, corporations, trusts, estates, foundations and other institutional clients. Mitchell is registered with the State of Texas and has previously been registered with TD Ameritrade and PFS Investments.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
09/23/2019 - Present
Fisher Investments (PLANO TX)
TX
11/14/2014 - 08/23/2019
TD AMERITRADE, INC. (Southlake TX)
TX
08/06/2014 - 10/30/2014
PFS INVESTMENTS INC. (DALLAS TX)
NJ
12/14/2012 - 04/04/2013
PFS INVESTMENTS INC. (PISCATAWAY NJ)
IA
Issued 09/23/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/03/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2014
Series 7 - General Securities Representative Examination
BC
Issued 12/13/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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