Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Jonas Kieckhafer is an investment advisor representative with Schwab Wealth Advisory, Inc. Benjamin has been in the industry for over 16 years. He is licensed in 23 states and currently holds Series 63, 66, 7, and SIE licenses. Benjamin has worked with Waddell & Reed, Inc. and OptionsXpress, Inc. in the past. Benjamin has expertise in portfolio management for individuals and businesses.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
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2
CA
01/02/2020 - Present
Schwab Wealth Advisory, Inc. (SAN FRANCISCO CA)
AZ
09/02/2011 - 06/04/2014
OPTIONSXPRESS, INC. (PHOENIX AZ)
KS
10/06/2004 - 06/09/2005
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 06/04/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/04/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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