Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Hinojosa is a financial advisor at Charles Schwab & CO., Inc. Benjamin has over 9 years of experience in the financial services industry. Benjamin is registered with the state of Texas. Benjamin holds Series 6, 7, 63, and 66 licenses. Benjamin is also a registered Investment Advisor representative in Texas. Benjamin has previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated, Edward Jones, BBVA Securities Inc, J.P. Morgan Securities LLC and Chase Investment Services Corp.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
10/15/2021 - Present
Charles Schwab & CO., Inc. (San Antonio TX)
TX
12/02/2020 - 09/27/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN ANTONIO TX)
TX
01/31/2020 - 02/27/2020
EDWARD JONES (Laredo TX)
TX
09/13/2019 - 01/31/2020
BBVA SECURITIES INC. (LAREDO TX)
TX
02/13/2018 - 09/03/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN ANTONIO TX)
TX
10/01/2012 - 08/28/2014
J.P. MORGAN SECURITIES LLC (SAN ANTONIO TX)
TX
09/18/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (LAREDO TX)
BOTH
Issued 03/16/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/25/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2018
Series 7 - General Securities Representative Examination
BC
Issued 09/17/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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