Unclaimed
Benjamin A. Perkins is a financial professional with J.P. Morgan Securities LLC. Benjamin has been in the financial industry since April 14, 2021, and is registered with FINRA and in Arizona and Idaho. Benjamin has passed the Series 63, Series 6TO, and SIE exams. Benjamin specializes in investment company products/variable contracts, fixed insurance products, mutual funds, 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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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AZ
04/15/2021 - Present
J.p. Morgan Securities LLC (PHOENIX AZ)
BC
Issued 04/29/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/15/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/01/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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