Unclaimed
Benjamin D. Sillmon III is a financial advisor at Wells Fargo Advisors Financial Network, LLC, with over 16 years of experience in the financial services industry. Benjamin D. Sillmon III is a CERTIFIED FINANCIAL PLANNER™ professional and holds a Series 7, Series 24, and Series 66 license. Benjamin D. Sillmon III is registered with the state of Virginia and is active in providing investment advice. Benjamin D. Sillmon III provides financial planning and investment management services to individuals, corporations, businesses, and charitable organizations.
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.
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2
VA
06/14/2013 - Present
Wells Fargo Advisors Financial Network, LLC (RICHMOND VA)
VA
07/26/2007 - 06/14/2013
WELLS FARGO ADVISORS, LLC (RICHMOND VA)
BOTH
Issued 08/13/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/19/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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