Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Alexander Trujillo is an investment advisor representative at Moneta Group Investment Advisors, LLC, a firm headquartered in St. Louis, Missouri. Benjamin has been working in the financial industry since 2016. He previously worked for Stifel, Nicolaus & Company, Incorporated, another St. Louis-based firm. Benjamin holds the Series 7 and Series 66 licenses and has a SIE exam. Benjamin is registered with the state of Missouri and also Kansas and Colorado. Trujillo also owns Trujillo Holdings, LLC, a non-investment related business. Benjamin specializes in providing financial planning, pension consulting and portfolio management for individuals, businesses, and pooled investment vehicles.
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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MO
10/09/2018 - Present
Moneta Group Investment Advisors, LLC (ST. LOUIS MO)
MO
01/14/2016 - 10/05/2018
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
BOTH
Issued 02/10/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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