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Jjean-claude Valdez Baldivino

Transamerica Financial Advisors, Inc.

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About Jjean-claude Valdez Baldivino

Jjean-claude Valdez Baldivino is a financial advisor with Transamerica Financial Advisors, Inc. Jjean-claude has been in the financial industry since 2017. Jjean-claude is registered in the state of California to provide investment advisory services and is also registered as a Registered Representative in the state of Texas. Jjean-claude is also a licensed insurance agent. Jjean-claude provides financial planning services to individuals, corporations, and retirement plans. Jjean-claude's office is located in Rancho Cucamonga, California. Jjean-claude has been working at Transamerica Financial Advisors, Inc. since 2017. Jjean-claude's areas of expertise include estate planning, insurance, and investment planning. Jjean-claude is also a licensed insurance agent.

Firm Information

Jjean-claude Baldivino is currently registered with Transamerica Financial Advisors, Inc.. Transamerica Financial Advisors, Inc. is a registered investment advisor with over 1,100 investment advisor representatives, managing $1 billion to $10 billion in client assets. The firm offers a range of services, including portfolio management for individuals, selection of other advisors, and wrap fee program participation. It has been in business since 1984 and is headquartered in St. Petersburg, FL. The firm serves a diverse clientele, including individuals, high-net-worth individuals, pension plans, corporations, charitable organizations, and other institutions.
Transamerica Financial Advisors, Inc.

570 CARILLON PARKWAY

ST PETERSBURG, FL 33716-1202

$1.62B

Assets Under Management

Not reported

Total Clients

2,487

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Jjean-claude Baldivino’s Registration & Firm History

CA

10/16/2024 - Present

Transamerica Financial Advisors, Inc. (RANCHO CUCAMONGA CA)

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Licenses & Designations

IA

Issued 04/13/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/16/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/09/2017

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/09/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 4 public disclosures for Jjean-claude Valdez Baldivino. Review regulatory record here.
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