A Registered Investment Advisor

 
 

 

Merlinda Sanchez, Financial Advisor

Merlinda Sanchez
Branch Manager

1155 S. Telshor Suite #301
Las Cruces, NM 88011
Phone: 575-556-8525
Cell: 575-621-2400
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Mission Statement

As an independent professional advisor, I can offer you a personalized financial strategy, not a generic investment program. Your individual portfolio will be based on your unique situation, your attitudes and preferences, your dreams and goals. It will be designed to account for change, both in the market and in your circumstances, so that it can work with you and for you at every stage of your life.

My approach to financial planning is straightforward: I focus on becoming your partner in building the future you desire. As we work together, I’ll thoroughly explain the investment strategies I recommend, so that you’ll be fully comfortable with all aspects of your investment program. Every decision we make will be focused on achieving the results you want. My mission is to help my clients achieve financial independence through professional advice, individualized planning, sound risk management, quality investment products, and personal, efficient service.

 

Form ADV, Part II - Disclosure Document

Sendero Capital Management, Inc. may transact business only in states in which it is registered, or in which it is excluded or exempted from registration. Sendero Capital Management, Inc. is currently registered in the State of New Mexico and Texas, and has a de minimus exemption to transact business for clients in other states.

© . This site is published for residents of the United States only. The site owner may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site.     Privacy Policy