Unclaimed
Benjamin Charles Jimerson is a financial professional with Sunbelt Securities, Inc. located in Dallas, Texas. Benjamin has been in the financial industry for over 3 months and holds the Series 7TO and SIE licenses. Benjamin's areas of expertise include **financial planning**, **portfolio management for businesses**, **portfolio management for individuals**, and **selection of other advisors**. Benjamin is committed to providing personalized financial guidance and helping 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.
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
TX
06/29/2024 - Present
Sunbelt Securities, Inc. (Dallas TX)
BC
Issued 06/28/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/01/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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