Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Mena is a financial advisor with Pimco Investments LLC. William has been in the financial industry since 2005 and is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed in 53 states.
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.
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TX
02/14/2011 - Present
Pimco Investments LLC (Austin TX)
NY
04/22/2005 - 02/14/2011
ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEW YORK NY)
IA
Issued 09/22/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/23/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/20/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2008
Series 7 - General Securities Representative Examination
BC
Issued 04/21/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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