Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Edwards is a financial advisor with LPL Financial LLC. Benjamin has been in the financial services industry since 2011. Benjamin is registered with the state of Connecticut and Texas. Benjamin has a wide range of experience in the financial services industry, including working with individuals, families, and businesses. Benjamin holds several industry licenses and designations, including the Series 7, Series 63, Series 24, Series 9, Series 10, and the SIE Exam. Benjamin is committed to providing his clients with personalized financial advice and guidance.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CT
08/30/2024 - Present
LPL Financial LLC (SOUTHBURY CT)
IA
08/01/2022 - 01/19/2024
SAMMONS FINANCIAL NETWORK, LLC (WEST DES MOINES IA)
TN
11/15/2017 - 08/02/2022
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)
CA
03/25/2017 - 10/02/2017
MML INVESTORS SERVICES, LLC (WALNUT CREEK CA)
CA
07/13/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (WALNUT CREEK CA)
CA
10/09/2013 - 06/25/2015
MORGAN STANLEY (SAN JOSE CA)
CA
10/10/2012 - 10/04/2013
UBS FINANCIAL SERVICES INC. (WALNUT CREEK CA)
OR
06/29/2012 - 11/14/2012
MORGAN STANLEY (PORTLAND OR)
OR
02/22/2011 - 07/03/2012
UBS FINANCIAL SERVICES INC. (PORTLAND OR)
IA
Issued 01/29/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/08/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/25/2020
Series 24 - General Securities Principal Examination
BC
Issued 09/21/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/09/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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