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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 Totel is an active investment advisor representative registered with Principal Asset Management in Des Moines, Iowa. Benjamin is a Series 7 and Series 66 licensed investment advisor, with over 20 years of experience in the financial services industry. Previously, Benjamin was employed with PRINCOR FINANCIAL SERVICES CORPORATION and THRIVENT INVESTMENT MANAGEMENT INC. Benjamin specializes in portfolio management for individuals, businesses, pooled investment vehicles, and investment companies. Benjamin provides asset allocation services, spread lending management and advice, and model portfolios to clients. Benjamin holds a combined state law license, a general securities representative license, and the securities industry essentials exam.
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.
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.
Strategic management for diversified investment portfolios.
Spread lending management and advice; asset allocation services; providing model portfolios
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 calculated based on the performance of your investments relative to a benchmark.
Charge on a cost allocation basis to principal life
1
2
IA
12/21/2021 - Present
Principal Asset Management (Des Moines IA)
IA
07/23/2003 - 07/25/2012
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
MN
08/28/2002 - 07/02/2003
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
BOTH
Issued 12/13/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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