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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Harris Brown is a financial advisor with Cetera Investment Advisers LLC. Benjamin is a registered representative with Series 7 and Series 66 licenses and has been working in the financial industry since 1993. Benjamin has a branch office location in Wilton, Iowa. In addition to working with Cetera Investment Advisers LLC, Benjamin also serves as a Registered Rep for DeWitt Bank & Trust Company DBA Wilton Bank. Benjamin's background also includes experience with Broker Dealer Financial Services Corp. and Cetera Advisor Networks LLC. Benjamin's area of expertise includes financial planning, portfolio management, and pension consulting. Benjamin's specializations include, but are not limited to, Retirement Planning, Insurance Planning, and Investment Management.
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.
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.
1
2
IA
06/29/2023 - Present
Cetera Investment Advisers LLC (WILTON IA)
IA
09/23/1993 - 07/11/2014
BROKER DEALER FINANCIAL SERVICES CORP. (WILTON IA)
BOTH
Issued 09/22/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/25/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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