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BA

Benigno E. Aguirre

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CRD#: 4604096
BA

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Benigno Emilio Aguirre, who also goes by Beni Emilio Aguirre Jr, Beni Aguirre, Benigno Emilio Aguirre Jr, Benigno Emilio Aguirre Jr., was a registered financial professional .

Benigno is a previously registered financial professional and started their career in finance in 2003. Benigno had worked at 7 firms and has passed the Series 66 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Beni Emilio Aguirre Jr | Beni Aguirre | Benigno Emilio Aguirre Jr | Benigno Emilio Aguirre Jr.

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

July 16, 2013 - September 12, 2013

WADDELL & REED

BD
CRD#: 866
AUSTIN, TX
Past

June 4, 2009 - August 5, 2011

BBVA COMPASS INVESTMENT SOLUTIONS, INC

BD
CRD#: 17086
AUSTIN, TX
Past

February 6, 2006 - May 21, 2009

CHASE INVESTMENT SERVICES CORP.

RIA
CRD#: 25574
AUSTIN, TX
Past

January 10, 2006 - May 21, 2009

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
AUSTIN, TX
Past

January 12, 2005 - March 18, 2005

FFP SECURITIES, INC.

BD
CRD#: 16337
CHESTERFIELD, MO
Past

January 2, 2004 - July 29, 2004

FORESTERS EQUITY SERVICES, INC.

BD
CRD#: 18464
SAN DIEGO, CA
Past

March 21, 2003 - December 5, 2003

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
AUSTIN, TX
Past

March 13, 2003 - December 5, 2003

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

March 13, 2003 - December 5, 2003

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 3/18/2003
Uniform Combined State Law Examination
General Industry/Product Exam

Current Firm


W&
WADDELL & REED
WADDELL & REED | WADDELL & REED, INC.

CRD#: 866 / SEC#: 801-16720, 8-27030

BD
Terminated by SEC on 12/18/2021
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Contact information


Main Address
6300 Lamar Avenue, Overland Park, KS 66202-4200
Mailing Address
Phone number
Established
Delaware since 08/11/1981
Firm type
Corporation
Fiscal year end
December
# of Employees

FINRA licenses (1 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Latest Form ADV

Part 2 Brochures

ADVISORY SERVICES BROCHURE - CHOICE MAP (3/31/2021)

Direct owners and executive officers


NamePositionCRD#
WADDELL & REED FINANCIAL SERVICES, INC.SHAREHOLDER
AUDETTE, MATTHEW JONPRESIDENT AND CHAIRMAN OF THE BOARD4003349
DALEY, MICHAEL JOHNVP AND FINANCIAL AND OPERATIONS PRINCIPAL6923129
HANSEN, ELIZABETH ANNSVP AND CHIEF COMPLIANCE OFFICER2199658
HORAN-ADAMS, KIRBY LEPAKEXECUTIVE VICE PRESIDENT5097259
KRAMPER, MATTHEW SCOTTVP AND PRINCIPAL OPERATIONS OFFICER2750651
MIHAL, SHAWN MICHAELEXECUTIVE VICE PRESIDENT3262384
MITCHELL, CHRISTOPHER MILLSASSISTANT TREASURER2420144
OROSCHAKOFF, MICHELLEVICE-CHAIRMAN OF THE BOARD2403199
SIMONICH, BRENT BLAINTREASURER3254859

Disclosures


Regulatory Event29
Civil Event1
Arbitration11
Bond3

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


WADDELL & REED

CRD#: 866

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