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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ben? Claim Your ProfileBen King, Davis is a financial advisor at Fidelity Personal and Workplace Advisors. Ben has been working in the financial industry since 2004 and has a Series 7, Series 63, and Series 65. Ben has experience providing financial advice to individuals, families, and businesses. Ben is committed to helping clients reach their financial goals. Fidelity Personal and Workplace Advisors is a large firm with over $800 billion in assets under management. The firm offers a wide range of financial services, including investment management, financial planning, and retirement planning.
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.
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.
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IL
09/11/2022 - Present
Fidelity Personal AND Workplace Advisors (ORLAND PARK IL)
KY
12/09/2004 - 06/27/2008
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
IA
Issued 11/05/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/21/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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