Unclaimed
Benjamin Daggett is a financial advisor with Wealth Enhancement Advisory Services, LLC and has been in the industry since January 16, 2019. Benjamin Daggett is a Registered Representative and Investment Advisor Representative, with registrations in Minnesota. Benjamin Daggett is a Series 66, Series 7TO, Series SIE, and Series 6 licensed professional. Benjamin Daggett has previously worked at Wells Fargo Clearing Services, LLC and Riversource Distributors, Inc.. Benjamin Daggett offers financial planning and investment advice to individuals and businesses.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
MN
08/29/2023 - Present
Wealth Enhancement Advisory Services, LLC (MANKATO MN)
MN
01/14/2022 - 08/15/2023
WELLS FARGO CLEARING SERVICES, LLC (MINNEAPOLIS MN)
MN
09/17/2018 - 09/08/2021
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
BOTH
Issued 01/07/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/06/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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