Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Feltes is a financial advisor with Lasalle St. Investment Advisors, LLC. Benjamin is a Registered Representative with the firm and provides advisory services to clients such as individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, and pension and profit-sharing plans. Benjamin holds a Series 66 license, Series 24 license, Series 7 license, and the SIE license. Benjamin is also a Certified Financial Planner.
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.
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
IA
12/03/2024 - Present
Lasalle ST. Investment Advisors, LLC (Hiawatha IA)
BOTH
Issued 08/17/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/05/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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