Benjamin GuizloCRD Number: 5445590
Current Firm: Waddell & Reed
Benjamin Guizlo (CRD# 5445590) is an Investment Advisor Representative working at Waddell & Reed in Riverside, CA and has over 9 years of experience in the finance industry.
Centaurus Financial, Inc.
Commonwealth Financial Network
|Grace Community Church||Riverside, CA||Sep 2016 - Current||1|
|Pick Group||Riverside, CA||Jun 2015 - Current||2|
|Various Insurance Carriers For W & R Insurance Agencies||Riverside, CA||May 2012 - Current||6|
|Waddell & Reed, Inc.||Riverside, CA||May 2012 - Current||6|
|Mission Inn Foundation||Riverside, CA||Jul 2016 - Jun 2017||< 1|
|Unemployed||Riverside, CA||Mar 2012 - May 2012||< 1|
|Logos Wealth Advisors Inc.||Rancho Cucamonga, CA||Mar 2010 - Mar 2012||2|
|Mml Investors Services Inc.||Ontario, CA||Jan 2010 - Feb 2010||< 1|
|Massmutual||Ontario, CA||Nov 2009 - Feb 2010||< 1|
|Logos Wealth Advisors, Inc.||Rancho Cucamonga, CA||Apr 2009 - Jan 2010||< 1|
|Ameriprise Financial Services, Inc.||Rancho Cucamonga, CA||Aug 2007 - Apr 2009||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2013|
|S66||NASAA Uniform Combined State Law Examination||Nov 2008|
Total Assets Under Management19,057MILLIONS
Total Number of Accounts153,035ACCOUNTS
Average Account Value$124,526
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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