Unclaimed
Benjamin Minard is a financial advisor registered with Commonwealth Financial Network. Benjamin has been in the industry since 2010. Benjamin's professional experience includes previous roles with Edward Jones and Investment Partners LTD. Benjamin holds Series 66, SIE, and Series 7 licenses. Benjamin is registered in 17 states including Arkansas, California, Florida, Illinois, Indiana, Iowa, Maryland, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Virginia, and Wisconsin. Benjamin also holds other licenses for insurance sales. In addition to his financial advisory business, Benjamin is involved in various other business ventures. Benjamin is dedicated to providing comprehensive financial advice and services to a wide range of clients, including individuals, families, businesses, and institutions.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial 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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
08/02/2013 - Present
Commonwealth Financial Network (NEW PHILADELPHIA OH)
OH
07/27/2010 - 08/05/2013
EDWARD JONES (MARION OH)
BOTH
Issued 09/10/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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