Angela Regina Mende

Your Trusted Financial Partner

I’m your trusted stock broker and financial consultant, offering expert guidance in stock trading, investment management, and financial planning. With over 28 years of experience navigating market trends and delivering personalized financial solutions, I've worked with leading firms and seasoned professionals to provide top-tier services and licensed in 46 States. My commitment is to help you maximize your investment potential.

Our Financial Expertise

For individuals and families aiming to optimize and protect their financial future, I provide expert support to keep financial plans aligned with life goals as they evolve. From portfolio diversification and risk assessment to strategic stock trading and long-term wealth management, my services are designed to meet your unique financial objectives. Whether you're a seasoned investor or just beginning your journey, my tailored approach is crafted to guide you through the dynamic world of finance. Let me be your trusted partner in achieving sustained financial growth and success.

Angela Regina Mende

CRD#: 1781001

What I Do For You

I offer a range of services designed to help You manage, grow, and protect your wealth, aligning financial strategies to your unique goals, risk tolerance, and timeline. Here’s an overview of the key services I provide:

PERSONALIZED FINANCIAL PLANNING

I evaluate Your financial situation and goals to create tailored plans covering saving, investing, budgeting, and estate planning. This comprehensive approach ensures all financial elements work in harmony to achieve your objectives like retirement or wealth building.

PORTFOLIO MANAGEMENT

I build and manage portfolios aligned with your risk tolerance and financial goals, diversifying accross stocks and bonds and other assets to balance risk and return, ensuring you stay on course despite market shifts.

INVESTMENT STRATEGY DEVELOPMENT

I leverage market research and financial analysis to create strategies that match your long-term goals—whether for growth, income, or preservation. These strategies adapt over time to changes in the market or life events like retirement.

TAX EFFICIENCY AND PLANNING

I strategically select and manage investments to minimize tax liabilities, offering guidance on tax-efficient accounts, managing gains and losses, and preparing for future tax events.

ESTATE AND LEGACY PLANNING

I help clients structure finances for generational wealth transfer, tax-efficient inheritance, and philanthropic goals, working with estate planners and attorneys to establish trusts, wills, and beneficiary designations.

RETIREMENT PLANNING

I specialize in developing retirement plans that help clients sustain their lifestyle. I assist with selecting retirement accounts, planning contributions, and managing withdrawals to ensure a steady income.

BENEFITS OF WORKING WITH ME

- Expert Guidance: You gain from my expertise and insights from seasoned professionals, easing the stress of managing your investments.

- Customized Solutions: I offer personalized strategies tailored to your financial circumstances and goals, moving beyond generic advice.

- Peace of Mind: Comprehensive planning and risk management give you confidence that your financial future is secure.

- Long-Term Growth: I focus on sustainable wealth accumulation, helping you build and adapt your wealth over time.

- Access to Resources: I provide exclusive investment opportunities and resources not typically available to individual investors.

Educational Background:

Series 63 - Uniform Securities Agent State Law Examination (Feb 11, 1998)

SIE - Securities Industry Essentials Examination (Oct 1, 2018)

Series 7 - General Securities Representative Examination (Feb 9, 1998)

Series 6 - Investment Company Products/Variable Contracts Representative Examination (Jul 26, 1994)

Work Experience:

★State Securities Law Exam

★FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (CRD#:332)

★CITIGROUP GLOBAL MARKETS INC. (CRD#:7059)

★MORGAN STANLEY (CRD#:149777)

★General Industry/Products Exam

”OMG! She’s the game-changer for my life. I couldn’t be luckier and happier with my decision to reach out and follow her investment initiative.”

- Clarice Turner

”I was new to investing and had no idea where to start. Angela Mende guided me every step of the way with patience and expertise. Thanks to her advice, I'm now confident in my financial future. Highly recommend!”

- Brian Moten

”Angela Regina Mende has transformed my investment strategy. The intuitive platform and expert guidance provided unparalleled insights into the global financial market”

- Joyce & Jessica

”Working with Angela Regina Mende has been one of the best decisions I've made. Her strategies are clear, well thought out, and consistently deliver results. I appreciate her professionalism and dedication to my financial success.”

- Sharon Roddy

What My Clients Say About Me

Financial success is the result of careful planning, expert guidance, and strategies tailored to your unique journey

Reach out to me for expert financial consulting and customized strategies to help you achieve your financial goals.