Unclaimed
Benjamin Hansen Stauffer is an investment advisor representative with Mariner Wealth Advisors. Benjamin is registered with the state of California. Benjamin has been in the financial services industry since 2018 and has experience with Amerprise Financial Services, LLC and Northwestern Mutual Investment Services, LLC. Benjamin specializes in portfolio management for individuals and families. Benjamin also provides financial planning and educational seminars.
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.
Family office 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.
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2
CA
12/22/2022 - Present
Mariner Wealth (Los Angeles CA)
CA
05/13/2021 - 04/15/2022
AMERIPRISE FINANCIAL SERVICES, LLC (LOS ANGELES CA)
CA
10/05/2020 - 04/19/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SACRAMENTO CA)
IA
Issued 07/23/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/03/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/04/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/07/2020
Series 31 - Futures Managed Funds Examination
BC
Issued 11/10/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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