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Claudia Jasmin Maldonado

Trident Partners Ltd.

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About Claudia Jasmin Maldonado

Claudia Maldonado is a financial advisor with Trident Partners Ltd. Claudia has been in the industry since 2002. Claudia is registered in New York, New Jersey, and Florida. Claudia specializes in providing financial advice and services to individuals and families.

Firm Information

Claudia Maldonado is currently registered with Trident Partners Ltd.. Trident Partners Ltd. is a Corporation formed on May 17, 1996, and has been approved to operate in all 50 states and the District of Columbia. The firm has an approved SEC registration. They have a total of 9 disclosures on file, including 5 for regulatory events and 4 for arbitration.

Not reported

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Claudia Maldonado’s Registration & Firm History

NY

05/14/2018 - Present

Trident Partners Ltd. (Holbrook NY)

NY

04/22/2016 - 01/06/2017

TRIDENT PARTNERS LTD. (Holbrook NY)

NY

03/12/2007 - 03/22/2016

PFS INVESTMENTS INC. (LINDENHURST NY)

IL

06/07/2004 - 03/04/2005

CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)

FL

08/14/2000 - 07/22/2004

SPENCER CLARKE LLC (MIAMI BEACH FL)

NY

02/07/2000 - 08/18/2000

CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)

NY

05/06/1999 - 11/18/1999

CONTINENTAL BROKER-DEALER CORP. (CARLE PLACE NY)

NY

10/16/1997 - 05/11/1998

ROYCE INVESTMENT GROUP, INC. (WOODBURY NY)

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Licenses & Designations

BC

Issued 10/21/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/14/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Claudia Jasmin Maldonado.
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