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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 Headlee is a financial advisor in Urbana, Ohio. He is currently registered with Edward Jones. Benjamin has been in the industry since 2004 and is registered to provide investment advice in 25 states. Benjamin has experience with individuals, businesses, high net worth individuals, pensions and profit sharing plans, charitable organizations, and corporations. Benjamin has passed the Series 6, Series 7, Series 24, and Series 66 exams.
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.
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.
See schedule d - miscellaneous
1
2
OH
12/07/2018 - Present
Edward Jones (URBANA OH)
OH
05/27/2010 - 06/21/2011
LPL FINANCIAL LLC (URBANA OH)
OH
10/01/2009 - 05/28/2010
PRUCO SECURITIES, LLC. (COLUMBUS OH)
OH
09/17/2007 - 09/25/2009
FIFTH THIRD SECURITIES, INC. (VANDALIA OH)
OH
07/06/2005 - 09/06/2007
CHASE INVESTMENT SERVICES CORP. (HILLIARD OH)
IL
09/27/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 03/02/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/20/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2005
Series 7 - General Securities Representative Examination
BC
Issued 09/24/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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