Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Mendoza is a registered Investment Advisor Representative associated with PAX Financial Group in San Antonio, Texas. Stephen has been in the financial industry since 2014. Stephen holds the Series 65 license, which allows them to provide investment advice to individuals and businesses. Stephen has a specialization in financial planning and portfolio management.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Podcasts
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.
A percentage of assets under pontera advisory
1
2
TX
03/25/2024 - Present
PAX Financial Group (SAN ANTONIO TX)
IA
Issued 03/25/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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