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Benjamin Edgar

American Enterprise Investment Services Inc.

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About Benjamin Edgar

Benjamin Edgar is a financial advisor registered with American Enterprise Investment Services Inc. Benjamin has been in the financial services industry for over 1 year. Benjamin has a Series 66, Series 7TO, and SIE licenses. Benjamin is registered in Minnesota as a broker. Benjamin was previously registered with PURSHE KAPLAN STERLING INVESTMENTS.

Firm Information

Benjamin Edgar is currently registered with American Enterprise Investment Services Inc.. American Enterprise Investment Services Inc. is a Corporation formed in April 1990, registered to operate in all 50 states, the District of Columbia, and the Virgin Islands. The firm has been approved for SEC registration and has been involved in 11 regulatory and civil disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

16

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Benjamin Edgar’s Registration & Firm History

MN

02/15/2023 - Present

American Enterprise Investment Services Inc. (Minneapolis MN)

MN

10/25/2021 - 01/05/2023

PURSHE KAPLAN STERLING INVESTMENTS (Lake Elmo MN)

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Licenses & Designations

BOTH

Issued 01/14/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/25/2021

Series 7TO - General Securities Representative Examination

BC

Issued 06/25/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Benjamin Edgar.
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