Persis Elaine Mejia

Employer firm

The Retirement Solution LLC CRD 148106

$699M regulatory AUM 108 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters
• CONSULTING; TAX-MANAGED INDEXING; ESTATE PLANNING COORDINATION

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2021 → 12/2022
  Minnesota Life Insurance Company
  St Paul, MN
• 03/2021 → 12/2022
  Securian Financial Services Inc
  St Paul, MN
• 02/2021 → 03/2022
  Allied Wealth Partners
  New York, NY
• 08/2018 → 03/2020
  Center Of Floral Design
  New York, NY
• 08/2016 → 06/2017
  Victoria Secrets
  New York, NY
• 09/2015 → 08/2016
  Forever 21
  New York, NY
• 01/2016 → 06/2019
  Cuny Baruch College
  New York, NY
• 03/2020 → 02/2021
  Unemployment
  New York, NY
• 03/2022 → 12/2022
  Securian Advisors Nw
  Seattle, WA
• 02/2023 → 10/2023
  Crump Life Insurance Services
  Seattle, WA
• 02/2023 → 05/2023
  Kestra Investment Services, Llc
  Seattle, WA
• 02/2023 → 05/2023
  Kestra Advisory Services, Llc
  Seattle, WA
• 10/2023 → Present
  The Retirement Solution Llc
  Redmond, WA
• 06/2022 → Present
  Airbnb
  Seattle, WA
• 10/2023 → Present
  The Retirement Solutions Llc
  Redmond, WA
• 05/2023 → 10/2023
  Unemployed
  Seattle, WA
• 03/2023 → 05/2023
  Barrett Financial Ltd
  Anacortes, WA
• 03/2022 → 12/2022
  Securian Advisors Northwest
  Seattle, WA
• 02/2022 → 03/2022
  Allied Wealth Partners
  New York, NY

Previous Registrations

• 2023-02-28 → 2023-05-09
  Kestra Advisory Services, Llc
  Anacortes, WA
  Austin, TX
• 2021-11-11 → 2022-12-31
  Securian Financial Services, Inc.
  New York, NY
  Seattle, WA

Other Businesses

Business Name: PERSIS MEJIA POSITION: Independent agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 02/07/2023 ADDRESS: 10544 Midvale Ave N, Unit C, Seattle WA 98133 DESCRIPTION: - find my own clientele - create illustrations with fixed insurance products Business Name: PERSIS MEJIA POSITION: Paraplanner NATURE: Registered Field Assistant INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 4 START DATE: 03/02/2023 ADDRESS: 1809 Commercial Ave, Suite 100, Anacortes WA 98221, United States DESCRIPTION: My role is to assist the advisors with their book of business running reports, following up with clients, working on applications and creating illustrations. Business Name: Our Rentals LLC; POSITION: Owner; NATURE: Manage an Airbnb; INVESTMENT RELATED: No; START DATE: 2022-06-01; ADDRESS: 10544 Midvale Ave N Unit C Seattle WA 98133; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 10;

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-11-09
• S63 Uniform Securities Agent State Law Examination
  2021-09-13

Other Names

• Persis E Mejia