Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rafael? Claim Your ProfileRafael Arturo Perez-mendez is a financial advisor who has been in the industry since 2000. Rafael is currently registered with Equitable Advisors, LLC and has a branch office in Charlotte, NC. Rafael has worked with a variety of clients, including high-net-worth individuals, corporations, and pension plans. Rafael specializes in financial planning, portfolio management, and retirement planning.
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.
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
NC
05/18/2021 - Present
Equitable Advisors, LLC (CHARLOTTE NC)
NC
08/26/2003 - 05/18/2004
RBC CENTURA SECURITIES, INC. (KANNAPOLIS NC)
GA
11/07/2002 - 08/28/2003
MIRAMAR SECURITIES, LLC (ALPHARETTA GA)
NJ
07/24/2000 - 10/29/2002
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
02/25/1999 - 03/14/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 02/19/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/14/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/16/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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