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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 Callahan is a financial advisor at Wells Fargo Clearing Services, LLC. Benjamin has been in the industry since 2000. Benjamin is currently registered with FINRA as a Registered Representative and is licensed to provide investment advice in Texas. Benjamin is also registered with the state of Texas as an Investment Advisor Representative. Previously, Benjamin was employed by WELLS FARGO INVESTMENTS, LLC and WM FINANCIAL SERVICES, INC. Benjamin holds the Series 7 and Series 66 licenses as well as the SIE exam.
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.
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.
Investment consulting services to institutional clients
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
TX
01/03/2011 - Present
Wells Fargo Clearing Services, LLC (PASADENA TX)
TX
09/16/2004 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (PASADENA TX)
CA
11/13/2002 - 09/10/2004
WM FINANCIAL SERVICES, INC. (IRVINE CA)
NY
07/05/2002 - 11/01/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
LA
04/06/2000 - 06/18/2002
HANCOCK INVESTMENT SERVICES, INC. (NEW ORLEANS LA)
NY
12/09/1999 - 03/28/2000
AXA ADVISORS, LLC (NEW YORK NY)
NY
12/09/1999 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 08/01/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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