Unclaimed
Raul Mendez is a financial advisor with Cetera Investment Services LLC, based in Eagle Pass, TX. Raul has over 20 years of experience in the financial services industry. His professional experience includes time with Lincoln Financial Securities Corporation, LPL Financial LLC, MetLife Securities Inc., Metropolitan Life Insurance Company, and Edward Jones. Raul holds the Series 7, Series 63, 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.
1
2
TX
04/08/2024 - Present
Cetera Investment Services LLC (EAGLE PASS TX)
TX
12/07/2016 - 04/08/2024
LINCOLN FINANCIAL SECURITIES CORPORATION (SAN ANTONIO TX)
TX
04/23/2007 - 01/06/2017
LPL FINANCIAL LLC (SHAVANO PARK TX)
TX
04/05/2004 - 04/26/2007
METLIFE SECURITIES INC. (EAGLE PASS TX)
TX
04/05/2004 - 04/26/2007
METROPOLITAN LIFE INSURANCE COMPANY (EAGLE PASS TX)
MO
08/13/1999 - 03/26/2004
EDWARD JONES (ST. LOUIS MO)
BC
Issued 08/11/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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