Unclaimed
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.
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.
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.
1
2
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)
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
Active
Inactive
F
FINRA
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