Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ben? Claim Your ProfileBen Djelassi is a financial advisor at Creative Planning. Ben has been working in the financial industry for more than two decades. Ben previously worked at Morgan Stanley, Fidelity Brokerage Services LLC, Natixis Distributors, L.P. and Raymond James Financial Services, Inc., among others. Ben is registered with the state of Massachusetts. Ben holds the Series 66, Series 7 and SIE licenses. Ben also earned the Certified Financial Planner designation.
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.
Guidance on pension options to ensure a secure financial future.
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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2
KS
08/28/2023 - Present
Creative Planning (OVERLAND PARK KS)
MA
07/24/2015 - 11/06/2017
MORGAN STANLEY (BOSTON MA)
MA
01/19/2010 - 07/31/2015
FIDELITY BROKERAGE SERVICES LLC (FRAMINGHAM MA)
MA
10/11/2008 - 01/04/2010
NATIXIS DISTRIBUTORS, L.P. (BOSTON MA)
MA
04/02/2008 - 09/22/2008
RAYMOND JAMES FINANCIAL SERVICES, INC. (BOSTON MA)
IL
10/28/2003 - 03/12/2008
FIDELITY BROKERAGE SERVICES LLC (CHICAGO IL)
MN
07/31/2002 - 03/27/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/31/2002 - 03/27/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/29/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/06/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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