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Persis Elaine Mejia

The Retirement Solution LLC

Redmond, WA

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Current Employers
The Retirement Solution Llc

18300 Redmond Way Suite 250, Redmond, WA 98052 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2023-12-06
  • WA RA
    APPROVED
    Since 2023-12-06

Branch Locations

18300 Redmond Way Suite 250, Redmond, WA 98052 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Minnesota Life Insurance Company St Paul MN 02/2021 12/2022
Securian Financial Services Inc St Paul MN 03/2021 12/2022
Allied Wealth Partners New York NY 02/2021 03/2022
Center Of Floral Design New York NY 08/2018 03/2020
Victoria Secrets New York NY 08/2016 06/2017
Forever 21 New York NY 09/2015 08/2016
Cuny Baruch College New York NY 01/2016 06/2019
Unemployment New York NY 03/2020 02/2021
Securian Advisors Nw Seattle WA 03/2022 12/2022
Crump Life Insurance Services Seattle WA 02/2023 10/2023
Kestra Investment Services, Llc Seattle WA 02/2023 05/2023
Kestra Advisory Services, Llc Seattle WA 02/2023 05/2023
The Retirement Solution Llc Redmond WA 10/2023 Present
Airbnb Seattle WA 06/2022 Present
The Retirement Solutions Llc Redmond WA 10/2023 Present
Unemployed Seattle WA 05/2023 10/2023
Barrett Financial Ltd Anacortes WA 03/2023 05/2023
Securian Advisors Northwest Seattle WA 03/2022 12/2022
Allied Wealth Partners New York NY 02/2022 03/2022
  • 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
    Seattle, WA
  • 10/2023 → Present
    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
    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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-11-09
S63 Uniform Securities Agent State Law Examination 2021-09-13
  • S65 Uniform Investment Adviser Law Examination
    2021-11-09
  • S63 Uniform Securities Agent State Law Examination
    2021-09-13
Other Names
  • Persis E Mejia

View on SEC IAPD

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