Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nadia? Claim Your ProfileNadia Elena Mondragon is a registered investment advisor representative with LPL Financial LLC. Nadia Elena Mondragon is based in Escondido, CA. Nadia Elena Mondragon has been in the financial services industry for 10 years. Nadia Elena Mondragon's firm, LPL Financial LLC, is a large firm with more than $50 billion in assets under management. LPL Financial LLC provides financial planning, portfolio management, and other advisory services.
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.
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CA
07/27/2023 - Present
LPL Financial LLC (Escondido CA)
Active
Inactive
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