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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ricardo? Claim Your ProfileRicardo Flores bermudez is an investment advisor representative with Edelman Financial Engines. Ricardo has been in the industry for over 10 years. Ricardo is registered with the state of California and Texas. He is also registered with the Financial Industry Regulatory Authority (FINRA). Ricardo has a Series 6, 7, 63, 65, and 66.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
CA
08/10/2022 - Present
Edelman Financial Engines (MURRIETA CA)
CA
04/22/2013 - 08/05/2015
TD AMERITRADE, INC. (RANCHO CUCAMONGA CA)
CA
07/13/2012 - 02/15/2013
EDWARD JONES (TEMECULA CA)
NJ
07/29/2010 - 06/25/2012
ADP BROKER-DEALER, INC. (ROSELAND NJ)
IA
Issued 12/22/2021
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 08/18/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/10/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/05/2015
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2012
Series 7 - General Securities Representative Examination
BC
Issued 07/28/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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