Fermin Mesina, financial advisor Chula Vista CA
81 score

Fermin Mesina

CRD Number: 4619199
Current Firm: Infinex Investments, Inc.

Fermin Mesina (CRD# 4619199) is an Investment Advisor Representative working at Infinex Investments, Inc. in Chula Vista, CA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Infinex Investments, Inc. Meriden, CT Jan 2017 - Current 1
First Bank Chula Vista, CA Jun 2016 - Current 1
First Brokerage America, Lla Chula Vista, CA Jun 2016 - Jan 2017 < 1
Insight Securities Inc. Riverwoods, IL May 2014 - Jun 2016 2
J.p. Morgan Securities LLC Chula Vista, CA Oct 2012 - Apr 2014 1
Chase Investment Services Corp Chula Vista, CA May 2011 - Oct 2012 1
Hsbc Securities (usa) Inc. San Diego, CA Mar 2010 - May 2011 1
Hsbc Bank Usa San Diego, CA Mar 2010 - May 2011 1
Wells Fargo Investments LLC San Diego, CA Apr 2003 - Mar 2010 6
Wells Fargo Bank San Diego, CA Apr 2003 - Mar 2010 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2003
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Fermin A. Mesina
Phone Number: 203-599-6000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    850
    MILLIONS
  • Total Number of Accounts
    4,472
    ACCOUNTS
  • Average Account Value
    $190,032
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
81

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