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Persis Elaine Mejia

THE Retirement Solution LLC

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About Persis Elaine Mejia

Persis Elaine Mejia is an investment advisor representative at The Retirement Solution LLC in Redmond, WA. Persis has been in the financial services industry since 2021. Persis is licensed to provide investment advice in Washington. Persis offers a range of investment advisory services, including financial planning, portfolio management for individuals, and portfolio management for investment companies. Persis has experience working with a variety of clients, including individuals, high-net-worth individuals, and charitable organizations.

Firm Information

Persis Mejia is currently registered with THE Retirement Solution LLC. THE Retirement Solution LLC is a retirement planning firm headquartered in Redmond, OH. The firm provides financial planning, portfolio management for individuals, and other advisory services. They have over 1,000 clients, primarily individuals (both high-net-worth and other) and charitable organizations. Their regulatory assets under management total over $475 million. The firm is registered with the SEC.
THE Retirement Solution LLC

18300 REDMOND WAY

REDMOND, OH 98052

$475.26M

Assets Under Management

93

Total Clients

13

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Persis Mejia’s Registration & Firm History

WA

12/06/2023 - Present

THE Retirement Solution LLC (REDMOND WA)

TX

02/28/2023 - 05/09/2023

KESTRA INVESTMENT SERVICES, LLC (AUSTIN TX)

WA

04/07/2021 - 12/31/2022

SECURIAN FINANCIAL SERVICES, INC. (Seattle WA)

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Licenses & Designations

IA

Issued 11/09/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/13/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/07/2021

Series 7TO - General Securities Representative Examination

BC

Issued 02/08/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Persis Elaine Mejia.
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