Unclaimed
Benjamin Bernard Haase is a financial advisor who works at Raymond James Financial Services Advisors, Inc. Benjamin has been a financial advisor for over three years and has a Series 7TO and SIE license. He is also registered with the state of Louisiana. Benjamin specializes in various areas and works with a variety of clients. In addition to working as a financial advisor, Benjamin is involved in other business ventures.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
LA
12/26/2024 - Present
Raymond James Financial Services Advisors, Inc. (Metairie LA)
BC
Issued 03/23/2024
Series 7TO - General Securities Representative Examination
BC
Issued 12/04/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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