Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Jennings is a financial advisor with Schwab Wealth Advisory, Inc. Jennings has been in the financial services industry since 2011. He has a Series 6, 7, 63 and 66 licenses. Jennings is registered in Arizona, California, Colorado, Connecticut, Florida, Georgia, Idaho, Illinois, Indiana, Louisiana, Massachusetts, Minnesota, Montana, Nevada, Oregon, Pennsylvania, Tennessee, Texas. Jennings is also registered with the Investment Advisor Association. Benjamin holds a SIE license and is currently registered with Schwab Wealth Advisory, Inc. Jennings also holds a Co-Owner position at J & M Enterprise, Inc., and Revival Land Co. Jennings is based in Lone Tree, Colorado, and serves clients in multiple states.
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.
1
2
CO
01/11/2021 - Present
Schwab Wealth Advisory, Inc. (Lone Tree CO)
CO
04/15/2013 - 09/09/2013
TRANSAMERICA FINANCIAL ADVISORS, INC (HIGHLANDS RANCH CO)
FL
02/18/2011 - 02/06/2012
TRANSAMERICA FINANCIAL ADVISORS, INC (ST. PETERSBURG FL)
BOTH
Issued 04/06/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/13/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2013
Series 7 - General Securities Representative Examination
BC
Issued 02/17/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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