Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ferdinand? Claim Your ProfileFerdinand Barbeito is an active investment advisor representative with Cambridge Investment Research Advisors, Inc. Ferdinand has been in the industry since May 11, 1972. Ferdinand is registered in 11 states and has experience with both individuals and businesses. Ferdinand has a strong focus on providing financial planning and portfolio management services. Ferdinand also offers educational seminars and market timing services.
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
CA
07/28/2008 - Present
Cambridge Investment Research Advisors, Inc. (Carmel Valley Village CA)
CO
05/15/1989 - 07/29/2008
MULTI-FINANCIAL SECURITIES CORPORATION (DENVER CO)
CO
04/01/1987 - 06/02/1989
THE GREAT-WEST LIFE ASSURANCE COMPANY (ENGLEWOOD CO)
NA
12/23/1988 - 01/19/1989
B.C. CHRISTOPHER SECURITIES CO.
NA
06/10/1986 - 12/23/1988
MORISON SECURITIES, INC.
NA
05/20/1985 - 06/27/1986
THE GREAT-WEST LIFE ASSURANCE COMPANY
NA
08/20/1974 - 10/21/1983
FIRST COLUMBIA CORPORATION
NA
12/26/1978 - 12/10/1981
LEARNED & COMPANY, INC.
NA
11/16/1977 - 11/17/1980
FIRST MIDWEST CORPORATION
NA
09/22/1969 - 07/28/1973
PHOENIX EQUITY PLANNING CORPORATION
BC
Issued 06/21/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1969
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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