Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Noemi? Claim Your ProfileNoemi Mena-thomas is a financial professional with over 20 years of experience in the industry. Noemi currently works with National Financial Services LLC. Noemi is also licensed to conduct business in Texas. Prior to her current role, Noemi held positions at Fidelity Brokerage Services LLC, New England Securities, and BANC OF AMERICA INVESTMENT SERVICES, INC. Noemi holds the Series 6, 7, 63, 99TO and SIE licenses.
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.
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.
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TX
10/22/2018 - Present
National Financial Services LLC (WESTLAKE TX)
TX
02/26/2010 - 08/14/2018
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
06/04/2009 - 01/05/2010
NEW ENGLAND SECURITIES (DALLAS TX)
TX
08/07/2000 - 04/28/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (IRVING TX)
BC
Issued 09/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2023
Series 99TO - Operations Professional Examination
BC
Issued 08/14/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2010
Series 7 - General Securities Representative Examination
BC
Issued 08/04/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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