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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 Christensen is an investment advisor representative with Captrust, a firm providing investment advisory services. Benjamin has been in the industry since 2004 and has extensive experience in the financial services sector. Benjamin has worked with UBS Financial Services Inc., Citigroup Global Markets Inc. and Pruco Securities, LLC. Benjamin is licensed and registered in several states, including Kansas, Texas and California.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
KS
08/19/2022 - Present
Captrust (Wichita KS)
KS
08/18/2017 - 08/19/2022
PURSHE KAPLAN STERLING INVESTMENTS (Wichita KS)
KS
03/13/2009 - 08/28/2017
UBS FINANCIAL SERVICES INC. (WICHITA KS)
KS
11/23/2005 - 04/08/2009
CITIGROUP GLOBAL MARKETS INC. (WICHITA KS)
NJ
12/08/2004 - 12/06/2005
PRUCO SECURITIES, LLC. (NEWARK NJ)
IA
Issued 03/04/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 01/19/2006
Series 7 - General Securities Representative Examination
BC
Issued 12/07/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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