Unclaimed
Benjamin Bowles is a financial advisor registered with Arkadios Wealth Advisors. Benjamin has been in the industry since May 2021 and is currently registered with the state of Texas. Prior to joining Arkadios Wealth Advisors, Benjamin worked at LPL FINANCIAL LLC. Benjamin holds Series 7, 66, and SIE licenses. Benjamin is a highly experienced financial advisor and is committed to providing his clients with the highest level of service and expertise.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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TX
07/22/2024 - Present
Arkadios Wealth Advisors (FORT WORTH TX)
TX
05/25/2021 - 07/24/2024
LPL FINANCIAL LLC (FORT WORTH TX)
BOTH
Issued 08/13/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/25/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/12/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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