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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Dethlefs is an investment advisor representative with Retirement Planners Of America in Plano, Texas. Benjamin has been working in the financial services industry since January 2015. Previously, Benjamin worked as a financial advisor for J.P. Morgan Securities LLC and TD Ameritrade, Inc. Benjamin is registered with the state of Texas to provide investment advisory services. Benjamin specializes in providing financial planning and portfolio management services to individuals.
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.
A percentage of the total value of assets under management is charged.
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TX
05/02/2022 - Present
Retirement Planners OF America (PLANO TX)
TX
11/20/2018 - 02/24/2022
J.P. MORGAN SECURITIES LLC (PLANO TX)
TX
01/14/2015 - 09/07/2018
TD AMERITRADE, INC. (Southlake TX)
BOTH
Issued 09/18/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/22/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/07/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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