Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ricardo? Claim Your ProfileRicardo Balmaseda is a financial advisor at Benjamin F. Edwards & Company, Inc. located in ST. LOUIS, MO. Ricardo has been in the industry since 1982. Ricardo has a Series 7, Series 63 and Series 65 license and is a Certified Financial Planner. Ricardo has been with Benjamin F. Edwards & Company, Inc. since 2011. Prior to that, Ricardo worked at WELLS FARGO ADVISORS, LLC in DANBURY, CT. and PRUDENTIAL SECURITIES INCORPORATED in NEW YORK, NY. Ricardo specializes in providing financial planning, pension consulting, and portfolio management services for individuals and businesses.
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.
A percentage of the total value of assets under management is charged.
1
2
MO
02/07/2022 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
CT
07/01/2003 - 02/22/2011
WELLS FARGO ADVISORS, LLC (DANBURY CT)
NY
04/04/1984 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
12/11/1981 - 02/15/1984
MOSELEY, HALLGARTEN, ESTABROOK & WEEDEN, INC.
IA
Issued 11/27/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/06/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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