Picture of Ivan Valdes

    Ivan Valdes

    CFBS, ChFC®, CLTC, CLU®, LUTCF®


    Check the background of this investment professional on FINRA's BrokerCheck

    About Ivan

    Background:
    Ivan enlisted in the United States Marine Corps upon completion of high school in 1981 and continued his education while on active duty. He was honorably discharged in 1985. He made a decision to move into the financial services and began as an investment banker specializing in startup companies and getting them to the public market. After several years and some personal family loss he made the change and incorporated business and personal insurance planning, estate planning concepts and investment advisory services. He earned designations as a Chartered Life Underwriter (CLU, as a Chartered Financial Consultant (ChFC)and in 2012 earned the Certified Family Business Specialist (CFBS) from the American College in Bryn Mawr, Pennsylvania. Where he is currently working towards his Masters of Financial Services. Ivan also earned the following designations: Life Underwriter Training Council Fellow (LUTCF), and Certified in Long Term Care (CLTC).

    Experience:
    In 1995, Ivan accepted a position at Levin Financial Group, a General Agency of Massachusetts Mutual Life Insurance Company (MassMutual). He worked with experienced agents learning fundamentals of insurance and investments. Ivan handled a wide variety of financial products including life insurance, disability income insurance, Mutual funds, annuities, IRA’s and Qualified Retirement Plans. In the corporate markets Ivan helps employers implement and service existing group benefits, recommend’s changes when appropriate and help’s communicate the benefits to employees on a regular basis.

    He handles all aspects of tracking for enrollments and terminations for employers as needed.

    Ivan Valdes partners with a team of experienced advisors working together with one common goal, to help our clients keep their promises.

    Professional Affiliations:
    Ivan has been involved with the Central Florida Estate Planning Council, the American Society of Financial Services Professionals, and the National Association of Insurance and Financial Advisors.

    Ivan is also active in the local and currently serves on the Maitland City Council, is a Member of the Maitland Mens Club, a civic group that works to provide for the less fortunate in and around Maitland.

    Area(s) of Focus

    • Insurance Strategies
    • Investment Strategies

    Offices operating under an alternative marketing name may offer products, services, or guidance outside of their relationship with MassMutual, MML Investors Services, MSI Financial Services, Inc., or their affiliated companies. Any such offices are not subsidiaries or affiliates of MassMutual or its affiliated companies.

    Ivan Valdes CLU®, ChFC®, CLTC, LUTCF®, CFBS is a registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC, Member SIPC, 4830 West Kennedy Blvd., Suite 800, Tampa, FL 33609, Tel: (813) 286-2280

    MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.


    I am licensed to sell Insurance Products in the following jurisdictions:
    Delaware, Florida, Georgia, North Carolina, Pennsylvania, Virginia

    I am licensed to sell Securities Products in the following jurisdictions:
    Florida, Georgia, North Carolina, Pennsylvania

    Ivan Valdes CLU®, ChFC®, CLTC, LUTCF®, CFBS, Maitland, FL

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