Michael Mendoza: Primerica-Financial Services

As a financial professional and an active member of her community, Kelly is dedicated to helping individuals and businesses build their financial futures. To stay on top of her field and develop her professional skills, she regularly attends industry training and certification programs. Kelly is a Certified Retirement Counselor, Life, Accident & Health insurance agent, holds FINRA Series 6, 7, 63 & 65 securities registrations, and is a Registered Representative of LPL Financial.

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

LPL Financial, situated in Dallas, TX, serves as a pivotal independent broker-dealer, delivering a wide range of investment options, advisory support, and holistic wealth management solutions. This establishment collaborates primarily with financial advisors, institutions, and registered investment advisors (RIAs), equipping them with the essential resources and cutting-edge technology platforms required to provide tailored financial counsel. Specializing in bolstering advisors' effectiveness, precision, and autonomy in navigating the intricate realm of financial services, LPL Financial offers invaluable assistance in compliance oversight, practice management, and seamless technology solutions. By focusing on empowering advisors for enhanced client interactions, LPL Financial plays a significant role in enhancing the operational efficiency and autonomy of financial professionals operating within the ever-evolving financial sector in Dallas, TX. Generated using this brand's available information