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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Apraez is an active investment advisor representative in Indiana and Texas, associated with Fidelity Personal And Workplace Advisors. Benjamin has been working in the financial industry since November 1998, Benjamin has passed Series 7, Series 24, Series 63, and Series 65 exams. Benjamin has previously worked with CHARLES SCHWAB & CO., INC., TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, TEACHERS PERSONAL INVESTORS SERVICES, INC., BISYS BROKERAGE SERVICES, INC., THE HERITAGE GROUP, INC. and ALAMO CAPITAL. Benjamin's areas of expertise include financial planning, portfolio management for individuals and businesses, and selection of other advisers. Benjamin offers education seminars, and is also active in the community through Jam PEV, a sole proprietorship that provides personal electric vehicle service, repair and sale.
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.
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.
1
2
IN
10/12/2021 - Present
Fidelity Personal AND Workplace Advisors (FISHERS IN)
IN
07/07/2021 - 09/17/2021
CHARLES SCHWAB & CO., INC. (Indianapolis IN)
IN
01/01/2004 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CARMEL IN)
NY
11/14/2001 - 01/01/2004
TEACHERS PERSONAL INVESTORS SERVICES, INC. (NEW YORK NY)
MN
04/07/1998 - 05/25/2000
BISYS BROKERAGE SERVICES, INC. (ST. CLOUD MN)
CA
12/02/1996 - 03/18/1998
THE HERITAGE GROUP, INC. (SAN FRANCISCO CA)
CA
09/05/1996 - 12/09/1996
ALAMO CAPITAL (WALNUT CREEK CA)
IA
Issued 08/09/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/04/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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