Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Kenneth Wels is a financial advisor currently registered with Charles Schwab & CO., Inc. Benjamin is a registered representative in the state of Minnesota. Benjamin has over 16 years of experience in the financial services industry. Prior to joining Charles Schwab & CO., Inc., Benjamin held positions with Fidelity Brokerage Services LLC and TD Ameritrade, Inc.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
MN
12/02/2022 - Present
Charles Schwab & CO., Inc. (Eden Prairie MN)
TX
06/11/2013 - 10/23/2020
FIDELITY BROKERAGE SERVICES LLC (FRIENDSWOOD TX)
MI
08/06/2009 - 06/12/2013
TD AMERITRADE, INC. (BIRMINGHAM MI)
MN
10/29/2007 - 03/17/2009
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
04/10/2006 - 10/26/2007
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
02/03/2003 - 03/01/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/03/2003 - 03/01/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 04/29/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/15/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/20/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/20/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/20/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/20/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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