Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Davis is an investment advisor representative at Fidelity Personal And Workplace Advisors. Benjamin has been in the securities industry since February 13, 2013. Benjamin is a Certified Financial Planner and holds Series 7, Series 63, and SIE licenses.
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.
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.
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.
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2
TX
06/11/2019 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
TX
01/04/2016 - 01/05/2018
CHARLES SCHWAB & CO., INC. (SOUTHLAKE TX)
TX
07/10/2012 - 11/19/2015
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BC
Issued 07/16/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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