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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 Disalle is a financial advisor with over 30 years of experience in the industry. He currently works with Cetera Investment Advisers LLC. Prior to that, Benjamin worked with SUMMIT BROKERAGE SERVICES, INC. and J.P. TURNER & COMPANY, L.L.C. Benjamin is registered as a broker-dealer and investment advisor in multiple states.
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.
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
CO
06/29/2023 - Present
Cetera Investment Advisers LLC (WESTMINSTER CO)
CO
09/02/2015 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (West Minster CO)
CO
09/30/2002 - 12/04/2015
J.P. TURNER & COMPANY, L.L.C. (WEST MINSTER CO)
CO
12/18/1997 - 09/30/2002
SCHNEIDER SECURITIES, INC. (DENVER CO)
CO
06/13/1994 - 01/08/1998
R A F FINANCIAL CORPORATION (DENVER CO)
OR
01/21/1994 - 06/15/1994
PAULSON INVESTMENT COMPANY, INC. (PORTLAND OR)
NA
02/08/1993 - 01/24/1994
WALFORD & COMPANY, INC.
IA
11/21/1991 - 03/03/1993
DICKINSON & CO. (DES MOINES IA)
CO
01/24/1991 - 11/21/1991
NEIDIGER, TUCKER, BRUNER, INC. (HIGHLANDS RANCH CO)
CO
01/14/1991 - 02/22/1991
MALONE & ASSOCIATES, INC. (DENVER CO)
CO
02/16/1990 - 07/16/1990
MALONE & ASSOCIATES, INC. (DENVER CO)
BOTH
Issued 01/09/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/15/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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