Julia Mendak (CRD# 6394734) is an Investment Advisor Representative working at Alliant Retirement Consulting in New York City, NY and has over 9 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Cetera Advisor Networks | El Segundo, CA | May 2023 - Current | < 1 |
Alliant Retirement Consulting | New York, NY | Apr 2023 - Current | 1 |
Alliant Insurance Services, Inc. | New York, NY | Apr 2023 - Current | 1 |
Unemployed | Glastonbury, CT | Aug 2020 - Apr 2023 | 2 |
Voya Financial Advisors, Inc. | Windsor, CT | Mar 2020 - Aug 2020 | < 1 |
Unemployed | Hartford, CT | Jun 2019 - Feb 2020 | < 1 |
Prudential Insurance Company Of America | Hartford, CT | Sep 2014 - Jun 2019 | 4 |
Prudential Investment Management Services | Hartford, CT | Sep 2014 - Jun 2019 | 4 |
Prudential | Hartford, CT | Jan 2013 - Aug 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2015 |
S65 | NASAA Investment Advisors Law Examination | Sep 2023 |
- NY
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Total Assets Under Management144MILLIONS
-
Total Number of Accounts47ACCOUNTS
-
Average Account Value$3,063,830
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Pension consulting services
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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