Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Baldasaro? Claim Your ProfileBaldasaro Bennie Palmentere is a financial professional with over 30 years of experience in the industry. Baldasaro has been associated with Cambridge Investment Research Advisors, Inc. since May 2014 and is currently registered as a Registered Representative and Investment Advisor Representative in Missouri. Prior to this, Baldasaro was affiliated with several other firms, including LPL Financial LLC, Securities America, Inc., and First Guarantor Securities Inc. Baldasaro holds Series 6, 7, 63, and 66 securities licenses and has a strong background in providing financial planning, portfolio management, and investment advice to individuals and families. Baldasaro Bennie Palmentere is committed to helping clients achieve their financial goals and providing them with the guidance and support they need to make informed decisions about their investments.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MO
05/12/2014 - Present
Cambridge Investment Research Advisors, Inc. (Kansas City MO)
MO
04/22/2014 - 05/12/2014
SECURITIES AMERICA, INC. (GLADSTONE MO)
MO
03/29/2004 - 04/24/2014
LPL FINANCIAL LLC (GLADSTONE MO)
CA
03/10/1998 - 04/02/2004
FIRST GUARANTOR SECURITIES INC. (SAN FRANCISCO CA)
GA
08/28/1996 - 03/13/1998
WMA SECURITIES, INC. (DULUTH GA)
SC
03/14/1995 - 08/29/1996
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MA
03/16/1989 - 03/16/1995
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
03/16/1989 - 03/16/1995
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BOTH
Issued 08/06/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/21/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/1995
Series 7 - General Securities Representative Examination
BC
Issued 03/14/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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