Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Jeschke Gilmore is an investment advisor representative registered with Berthel, Fisher & Co. Financial Services, Inc. in Atchison, Kansas. Benjamin has been in the financial services industry since September 2022. Benjamin holds the Series 63, 65, and 6TO licenses, and has been a registered representative in Kansas, Missouri and Texas. Benjamin also has experience in insurance sales and has written a book about personal development.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
KS
10/17/2022 - Present
Berthel, Fisher & Co. Financial Services, Inc. (ATCHISON KS)
IA
Issued 10/17/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/02/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/28/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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