Unclaimed
Benjamin Dodds is an investment advisor representative with Money Concepts Capital Corp. based in Palm Beach Gardens, Florida. Benjamin has been in the financial services industry since April 2008. Benjamin holds the Series 6, 7, and SIE licenses and is registered in Florida and Ohio. Benjamin's firm, Money Concepts Capital Corp., specializes in providing financial planning, portfolio management, and general consulting services to individuals, corporations, and charitable organizations. They manage approximately $2.9 Billion in assets.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting 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.
A percentage of the total value of assets under management is charged.
Solicitor fee
1
2
FL
08/01/2008 - Present
Money Concepts Capital Corp. (PALM BEACH GARDENS FL)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2012
Series 7 - General Securities Representative Examination
BC
Issued 04/11/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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