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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 E. Casner is a financial advisor with LPL Financial LLC in DENVER, CO. Benjamin has over 18 years of experience in the financial services industry. Benjamin has a broad range of experience working for multiple firms including RAYMOND JAMES FINANCIAL SERVICES, INC., EDWARD JONES, MORGAN STANLEY DW INC., and UBS FINANCIAL SERVICES INC. Benjamin holds FINRA Series 7, 31 and 66 licenses, and the SIE exam. Benjamin holds active registrations with the states of Arizona, California, Colorado, Idaho, Kansas, Massachusetts, Nevada, Utah, and Washington. Benjamin also serves as a trustee on two trusts for his grandmother.
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.
Consulting and other non-discretionary advisory services
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
CO
01/02/2014 - Present
LPL Financial LLC (DENVER CO)
CO
01/21/2011 - 01/03/2014
RAYMOND JAMES FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
CO
01/04/2006 - 01/25/2011
EDWARD JONES (THORNTON CO)
NY
02/25/2004 - 08/29/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NJ
10/20/2003 - 01/14/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 12/08/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 10/17/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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