Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Holland is a financial advisor registered in Illinois and Texas. He has been in the industry since October 2008. He currently works at FPG Wealth. Benjamin has worked previously with Oppenheimer & Co. Inc., where he worked for over 14 years. He specializes in Financial Planning, Portfolio Management for Individuals and Portfolio Management for Businesses. Benjamin holds the Series 66, SIE, and Series 7 licenses, and the Certified Financial Planner designation.
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.
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.
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IL
04/28/2023 - Present
FPG Wealth (CHICAGO IL)
FL
10/09/2008 - 05/05/2023
OPPENHEIMER & CO. INC. (MARCO ISLAND FL)
BOTH
Issued 03/24/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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