Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Clifton Holman is a financial advisor with Benjamin F. Edwards & Company, Inc., headquartered in ST. LOUIS, MO. Benjamin has over 20 years of experience in the financial services industry. Prior to joining Benjamin F. Edwards & Company, Inc. Benjamin worked at Wunderlich Securities, Inc., Sterne, Agee & Leach, Inc., FS2 Capital Partners, LLC, Willis Securities, Inc., Banc of America Securities LLC and Legg Mason Wood Walker, Incorporated. Benjamin holds the Series 7, Series 63, Series 79TO and SIE licenses.
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.
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.
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2
MO
02/22/2019 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
MO
09/15/2015 - 07/03/2017
WUNDERLICH SECURITIES, INC. (ST. LOUIS MO)
MO
01/14/2015 - 09/02/2015
STERNE, AGEE & LEACH, INC. (St. Louis MO)
PA
02/10/2014 - 01/15/2015
FS2 CAPITAL PARTNERS, LLC (PHILADELPHIA PA)
NY
05/09/2011 - 01/27/2014
STERNE, AGEE & LEACH, INC. (NEW YORK NY)
NY
06/12/2009 - 05/02/2011
WILLIS SECURITIES, INC. (NEW YORK NY)
NY
01/09/2006 - 05/04/2009
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
MD
12/15/1999 - 07/07/2005
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BC
Issued 12/13/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 07/03/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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