Unclaimed
Roxana Mendez schwenk is a registered representative with Money Concepts Capital Corp. Roxana has been in the industry since March 3, 2023, and is licensed in Florida. Roxana holds the Series 7TO 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting 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.
A percentage of the total value of assets under management is charged.
Solicitor fee
1
2
FL
03/03/2023 - Present
Money Concepts Capital Corp. (PALM BEACH GARDENS FL)
BC
Issued 03/03/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/03/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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