Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Hale is a financial advisor with over 20 years of experience in the financial services industry. Benjamin is currently registered as an investment advisor representative with Thrivent Investment Management Inc. Benjamin is licensed to provide financial advice in California, Oklahoma, and Texas. Prior to joining Thrivent Investment Management Inc., Benjamin was employed by WESTMINSTER FINANCIAL SECURITIES, INC. and GOLD COAST SECURITIES, INC.. Benjamin has a wide range of experience in providing financial advice to individuals and families, including retirement planning, investment management, and insurance. Benjamin is committed to helping clients 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.
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
CA
09/22/2017 - Present
Thrivent Investment Management Inc. (SIMI VALLEY CA)
OH
03/06/2003 - 08/18/2003
WESTMINSTER FINANCIAL SECURITIES, INC. (BEAVERCREEK OH)
CA
10/30/2002 - 03/07/2003
GOLD COAST SECURITIES, INC. (THOUSAND OAKS CA)
BOTH
Issued 12/22/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2005
Series 7 - General Securities Representative Examination
BC
Issued 10/29/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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