Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Hetrick is a financial professional with over 25 years of experience in the industry. Benjamin currently works at Raymond James & Associates, Inc. as a registered representative. Benjamin previously worked for OppenheimerFunds Distributor, Inc., A I M Distributors, Inc., Invesco Distributors, Inc., and OppenheimerFunds Distributor, Inc. Benjamin is licensed to provide financial services in Colorado and Florida. Benjamin holds several licenses and certifications including Series 6, Series 7, Series 26, Series 99TO and SIE. Benjamin's areas of expertise include financial planning, portfolio management for businesses and individuals, and pension consulting.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Please see note in schedule d - miscellaneous
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
FL
04/19/2011 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
NY
06/12/2006 - 03/02/2011
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
TX
09/01/2003 - 05/12/2006
A I M DISTRIBUTORS, INC. (HOUSTON TX)
TX
05/29/2001 - 09/01/2003
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
NY
08/23/1996 - 05/21/2001
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
BC
Issued 02/18/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2014
Series 7 - General Securities Representative Examination
BC
Issued 08/22/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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