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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 Reynolds is a financial advisor at Raymond James & Associates, Inc. in Tulsa, OK. Benjamin is a registered investment advisor and holds a Series 7, Series 6, Series 63 and Series 66. Benjamin has been active in the financial services industry since 2000 and has experience with a range of financial products and services. The financial advisor has served clients in Oklahoma, Texas, and other states. Benjamin has worked with a wide range of clients, including individuals, families, businesses, and institutions. Benjamin provides personalized financial advice and investment management services to help clients achieve their financial goals.
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.
Please see note in schedule d - miscellaneous
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.
1
2
OK
02/15/2023 - Present
Raymond James & Associates, Inc. (TULSA OK)
KS
05/02/2001 - 10/25/2002
WADDELL & REED, INC. (OVERLAND PARK KS)
MI
07/17/2000 - 03/01/2001
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
BOTH
Issued 01/11/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/28/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/20/2022
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/14/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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