Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Goldsmith is a financial advisor with Wells Fargo Clearing Services, LLC. Benjamin has been in the financial services industry since October 9, 2007. Benjamin is licensed to provide investment advice in 36 states. Benjamin is also a Certified Financial Planner. Wells Fargo Clearing Services, LLC is a leading provider of financial services to individuals, families, businesses, and institutions. The firm has over $500 billion in assets under management. They offer a wide range of investment products and services, including brokerage, investment advisory, retirement planning, and estate planning.
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.
Investment consulting services to institutional clients
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.
1
2
CO
05/17/2018 - Present
Wells Fargo Clearing Services, LLC (BOULDER CO)
CO
01/03/2011 - 07/08/2013
WELLS FARGO ADVISORS, LLC (DENVER CO)
CO
12/07/2006 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (DENVER CO)
BOTH
Issued 12/27/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Benjamin Goldsmith is the right advisor for you? Invested Better is here to help.
