Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ben? Claim Your ProfileBen Valdovinos is a financial advisor with over 25 years of experience in the industry. Ben is registered with LPL Financial LLC and is licensed to provide investment advice in all 50 states. Ben has worked for several firms throughout their career, including TD Ameritrade and SAGEPOINT FINANCIAL, INC. Ben's expertise includes financial planning, portfolio management, and consulting. Ben is committed to providing clients with personalized service and helping them achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
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2
CA
12/08/2017 - Present
LPL Financial LLC (SAN DIEGO CA)
CA
10/05/2017 - 12/04/2017
SAGEPOINT FINANCIAL, INC. (CARLSBAD CA)
NE
02/04/2013 - 07/28/2017
TD AMERITRADE CLEARING, INC. (OMAHA NE)
CA
06/01/1998 - 07/28/2017
TD AMERITRADE, INC. (SAN DIEGO CA)
NA
04/23/1997 - 06/01/1998
JACK WHITE & COMPANY, INC.
IA
Issued 07/28/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/30/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/2018
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/07/2008
Series 24 - General Securities Principal Examination
BC
Issued 06/15/2004
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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