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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 James Houseman is a financial advisor with Eagle Strategies LLC. Benjamin is a registered representative with FINRA and a registered investment advisor with the state of Missouri. Benjamin has been in the financial services industry since 2010. Benjamin holds the Series 6, 7, 63 and 66 licenses as well as the SIE exam. Benjamin is also a Certified Financial Planner and a Chartered Financial Consultant. In addition to working at Eagle Strategies LLC, Benjamin also works as a broker for New York Life Insurance Company and owns Houseman Financial & Insurance Services LLC. Benjamin's focus areas are retirement planning, college savings, and investment management. Benjamin is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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.
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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2
MO
11/10/2016 - Present
Eagle Strategies LLC (CREVE COEUR MO)
MO
09/09/2003 - 12/07/2004
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 04/05/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/16/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2015
Series 7 - General Securities Representative Examination
BC
Issued 02/24/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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