Fernanda K. Mendieta
Professional summary
Fernanda Karina Mendieta, who also goes by Fernanda Mendieta, is a registered financial professional currently at BESSEMER INVESTOR SERVICES, INC. located in New York, New York.
Fernanda is registered as a RR (Registered Representative) and started their career in finance in 2012. Fernanda has worked at 4 firms and has passed the Series 66, Series 63, Series 99TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Fernanda Karina Mendieta's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 28, 2022 - Present
BESSEMER INVESTOR SERVICES, INC.
Office #1: 1271 Avenue Of The Americas 46th Floor, New York, NY 10020February 8, 2022 - May 10, 2022
MORGAN STANLEY
February 8, 2022 - May 10, 2022
MORGAN STANLEY
February 3, 2015 - January 4, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
July 17, 2014 - January 4, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
August 29, 2012 - August 7, 2014
MFR SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(6/28/2022)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
Current Firm
BESSEMER INVESTOR SERVICES, INC.
CRD#: 17442 / SEC#: , 8-35199
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| BESSEMER TRUST COMPANY, N.A. | SHAREHOLDER | |
| BOYLE, PATRICK SIDNEY | SENIOR VICE PRESIDENT | 2472066 |
| GLOWACKI, JEFF JOSEPH | DIRECTOR/SENIOR VICE PRESIDENT | 2942946 |
| GUPTA, RITU | CHIEF COMPLIANCE OFFICER/ASSISTANT SECRETARY | 5059699 |
| MARQUEZ, MICHAEL ALLEN | DIRECTOR/PRESIDENT | 4413060 |
| MCBRIDE, TIMOTHY SEAN | SENIOR VICE PRESIDENT | 2554176 |
| PEDROSO, ARTURO GUSTAVO | SENIOR VICE PRESIDENT | 5161708 |
| SCHLUSSELBERG, BRIAN SCOTT | SENIOR VICE PRESIDENT | 4716582 |
| SLOAN, BENJAMIN PERRY | SENIOR VICE PRESIDENT | 4243057 |
| SYMINGTON, JANE REILLY | SENIOR VICE PRESIDENT | 2520317 |
| TRIMARCO MIRANDO, DIANA | ASSISTANT TREASURER/ASSISTANT FINANCIAL & OPERATIONS PRINCIPAL | 5714209 |
| YAWORSKY, GEORGE M. | TREASURER/FINANCIAL & OPERATIONS PRINCIPAL | 6425195 |
Red Flags
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