Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Bantug Almeda is a financial professional with over 15 years of experience in the industry. Benjamin has held various roles at firms like TD Ameritrade, Inc., Wells Fargo Advisors, LLC, and VALIC Financial Advisors, Inc., before joining Charles Schwab & CO., Inc. in 2022. Benjamin Bantug Almeda holds a Series 7, Series 63, and Series 66 license, as well as the SIE exam. Benjamin is a Certified Financial Planner™ professional and is registered in 53 states for broker-dealer activities and in Texas as an investment advisor representative. Benjamin specializes in providing financial planning, portfolio management, and selection of other advisors for individual clients.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
TX
01/26/2022 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
05/04/2016 - 05/19/2024
TD AMERITRADE, INC. (Westlake TX)
WA
06/23/2014 - 04/25/2016
WELLS FARGO ADVISORS, LLC (ISSAQUAH WA)
WA
01/31/2013 - 06/16/2014
TD AMERITRADE, INC. (BELLEVUE WA)
TX
09/07/2012 - 01/17/2013
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
04/02/2012 - 08/22/2012
CAPNET SECURITIES CORPORATION (HOUSTON TX)
TX
06/03/2011 - 11/14/2011
CAPNET SECURITIES CORPORATION (HOUSTON TX)
TX
04/05/2011 - 05/31/2011
CAPNET SECURITIES CORPORATION (HOUSTON TX)
FL
06/30/2004 - 02/02/2007
AMERIPRISE FINANCIAL SERVICES, INC. (ORLANDO FL)
MN
06/30/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/01/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/16/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Benjamin Almeda is the right advisor for you? Invested Better is here to help.
