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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 Carl Deweese is a registered investment advisor representative with Commerce Street Investment Management. Benjamin has been in the securities industry since 2008 and has experience with a variety of firms, including Realty Capital Securities, LLC and Cantor Fitzgerald & Co. Benjamin is a registered principal with Series 4 and has licenses in Series 7, 63, and 65. Benjamin holds the SIE designation as well. In addition to his role at Commerce Street Investment Management, Benjamin also manages a portfolio of assets for the firm. The firm primarily serves charitable organizations, pension and profit-sharing plans, and pooled investment vehicles. Benjamin is a licensed investment advisor representative in Texas, Illinois, Missouri, New Jersey, and New York.
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.
Guidance on pension options to ensure a secure financial future.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets on committed capital, % of client investable assets
1
2
TX
02/04/2016 - Present
Commerce Street Investment Management (DALLAS TX)
TX
03/06/2014 - 12/08/2015
REALTY CAPITAL SECURITIES, LLC (DALLAS TX)
TX
01/18/2012 - 05/29/2013
CANTOR FITZGERALD & CO. (DALLAS TX)
TX
04/11/2008 - 01/19/2012
ESPOSITO SECURITIES, LLC (DALLAS TX)
IA
Issued 07/15/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/2011
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2008
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 02/15/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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