Jjean-claude Baldivino (CRD# 6743051) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Rancho Cucamonga, CA and has over 7 years of experience in the finance industry.
CRD# 2513561
Householder Group Estate & Retirement Specialists
CRD# 1622075
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5480138
Safeguard Investment Advisory Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Alliance Financial Solutions, Inc. | Corona, CA | Aug 2019 - Current | 4 |
| Transamerica Financial Advisors, Inc. | Rancho Cucamonga, CA | Jan 2017 - Current | 7 |
| World Financial Group, Inc. | Rancho Cucamonga, CA | Apr 2015 - Current | 9 |
| Ditmars Automotive Ca LLC | Ontario, CA | Feb 2016 - May 2018 | 2 |
| Bmw Of Ontario | Ontario, CA | Mar 2013 - Sep 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2017 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2017 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management1,619MILLIONS
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Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
- A percentage of assets under your management
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