Unclaimed
Benjamin Price is a financial advisor registered with Raymond James & Associates, Inc.. Benjamin has been working in the industry since 1989 and has experience with a variety of firms, including WELLS FARGO ADVISORS, LLC and A. G. EDWARDS & SONS, INC.. Benjamin holds several licenses, including Series 3, 7, 9, 10, 63, and 66 and specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions.
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.
Please see note in schedule d - miscellaneous
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
GA
05/16/2017 - Present
Raymond James & Associates, Inc. (SAVANNAH GA)
GA
01/01/2008 - 09/15/2016
WELLS FARGO ADVISORS, LLC (SAVANNAH GA)
GA
06/23/1993 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SAVANNAH GA)
GA
09/19/1989 - 07/07/1993
THE ROBINSON-HUMPHREY COMPANY INC. (ATLANTA GA)
BOTH
Issued 02/02/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/05/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/27/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/14/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2004
Series 3 - National Commodity Futures Examination
BC
Issued 09/16/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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