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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 Jacoby is a financial advisor with LPL Financial LLC. Benjamin is a registered representative with the Financial Industry Regulatory Authority (FINRA). Benjamin has been in the industry since December 2012 and is licensed in 15 states. Benjamin is also a registered investment advisor in Nebraska and Texas. Benjamin provides financial planning and investment advice to individuals and businesses. Benjamin is committed to providing his clients with personalized service 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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NE
08/02/2021 - Present
LPL Financial LLC (BRIDGEPORT NE)
NE
12/04/2012 - 07/21/2021
WADDELL & REED (BRIDGEPORT NE)
BOTH
Issued 12/28/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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