Unclaimed
Benjamin Cornelius Johnson is a financial advisor with Wells Fargo Clearing Services, LLC based in Glenside, Pennsylvania. Benjamin has been in the industry since April 17, 2019 and holds Series 63, Series 6TO, and SIE licenses. Prior to joining Wells Fargo Clearing Services, LLC, Benjamin was a registered representative with CITIZENS SECURITIES, INC.. Benjamin specializes in investments, insurance, mutual funds, variable annuities, and fixed annuities.
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.
1
2
PA
09/21/2023 - Present
Wells Fargo Clearing Services, LLC (GLENSIDE PA)
PA
03/03/2023 - 09/13/2023
CITIZENS SECURITIES, INC. (PHILADELPHIA PA)
PA
04/11/2019 - 03/02/2023
WELLS FARGO CLEARING SERVICES, LLC (PHILADELPHIA PA)
BC
Issued 04/25/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/11/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/18/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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