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Sergio M
Series 66
Jerome, ID
Principal Financial Services
Sergio Mendoza is a Series 66 licensed financial advisor with Principal Financial Services, based in Jerome, Idaho, and has five years of industry experience. He previously worked at Thrivent Financial and its affiliated investment management company. Outside of finance, Mendoza owns and operates a furniture business, serves as treasurer of the South Central Idaho Hispanic Chamber of Commerce, participates as a council member on the Idaho Workforce Development Council, and is involved in residential real estate through a local investment group. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, and business entities. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.
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