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Sergio Jude Mejia

Missionsquare Retirement

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About Sergio Jude Mejia

Sergio Jude Mejia is a financial advisor with over 17 years of experience in the industry. Sergio is currently registered with Missionsquare Retirement. Previously, Sergio was registered with Pruco Securities, LLC., Nationwide Investment Services Corporation, Nationwide Securities, LLC, Chase Investment Services Corp., Charles Schwab & Co., Inc., Vanguard Marketing Corporation and Aetna Investment Services, LLC. Sergio is licensed to provide financial services in Arizona. Sergio Jude Mejia offers financial planning, portfolio management for businesses, and portfolio management for individuals.

Firm Information

Sergio Mejia is currently registered with Missionsquare Retirement. Missionsquare Retirement is an investment advisor headquartered in Washington, DC. The firm manages assets for individuals, high-net-worth individuals, and insurance companies. Missionsquare Retirement has approximately 234 registered representatives and 224 investment advisory professionals.
Missionsquare Retirement

777 NORTH CAPITOL STREET NE, SUITE 600

WASHINGTON, DC 20002-4240

$6.11B

Assets Under Management

694

Total Clients

182

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

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

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Sergio Mejia’s Registration & Firm History

AZ

01/27/2021 - Present

Missionsquare Retirement (Phoenix AZ)

AZ

08/21/2019 - 11/24/2020

PRUCO SECURITIES, LLC. (PHOENIX AZ)

AZ

11/02/2017 - 08/12/2019

NATIONWIDE INVESTMENT SERVICES CORPORATION (Scottsdale AZ)

AZ

03/03/2010 - 07/20/2016

NATIONWIDE SECURITIES, LLC (SURPRISE AZ)

AZ

02/01/2008 - 01/14/2010

NATIONWIDE INVESTMENT SERVICES CORPORATION (PHOENIX AZ)

AZ

03/07/2007 - 04/16/2007

CHASE INVESTMENT SERVICES CORP. (PEORIA AZ)

TX

10/14/2002 - 02/04/2005

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

PA

01/22/2002 - 08/29/2002

VANGUARD MARKETING CORPORATION (MALVERN PA)

CT

10/06/2000 - 12/31/2001

AETNA INVESTMENT SERVICES, LLC (WINDSOR CT)

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Licenses & Designations

IA

Issued 01/21/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/29/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/05/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sergio Jude Mejia.
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