Unclaimed
Benjamin Garrett Price is a financial advisor in Independence, MO and has been in the industry since December 6, 2015. Currently, Benjamin is registered with J.p. Morgan Securities LLC and is actively pursuing registrations in several other states. Benjamin holds a Series 66, Series 7TO, SIE and Series 7 license and previously worked at PlanMember Securities Corporation, Tortoise Securities, LLC, Montage Securities, LLC, FAS Corp., and Waddell & Reed. Benjamin has a strong focus on serving high-net-worth individuals, corporations, insurance companies and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
MO
06/05/2023 - Present
J.p. Morgan Securities LLC (Independence MO)
MO
09/28/2022 - 06/02/2023
PLANMEMBER SECURITIES CORPORATION (Kansas City MO)
KS
07/03/2017 - 06/09/2020
TORTOISE SECURITIES, LLC (Leawood KS)
KS
06/20/2016 - 07/03/2017
MONTAGE SECURITIES, LLC (LEAWOOD KS)
KS
11/07/2014 - 05/24/2016
FAS CORP. (LEAWOOD KS)
MO
01/23/2014 - 05/15/2014
WADDELL & REED (INDEPENDENCE MO)
BOTH
Issued 11/16/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/28/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2014
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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