Unclaimed
Benjamin Crombie is a financial advisor with Edward Jones. Benjamin has been in the industry since July 2006 and has a broad range of experience in providing financial advice. Benjamin has worked with LPL Financial LLC and Citigroup Global Markets Inc. in the past. Benjamin holds Series 66, Series 7 and SIE licenses and is registered in 22 states. Benjamin is also a Certified Financial Planner.
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.
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.
See schedule d - miscellaneous
1
2
CA
01/31/2024 - Present
Edward Jones (SUISUN CITY CA)
CA
01/03/2012 - 02/12/2024
LPL FINANCIAL LLC (FAIRFIELD CA)
CA
11/27/2007 - 12/21/2011
CITIGROUP GLOBAL MARKETS INC. (WALNUT CREEK CA)
CA
07/11/2006 - 12/03/2007
A. G. EDWARDS & SONS, INC. (FAIRFIELD CA)
BOTH
Issued 07/21/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Benjamin Crombie is the right advisor for you? Invested Better is here to help.