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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 Siedlik is an investment advisor representative with Cambridge Investment Research Advisors, Inc. Benjamin has been working in the financial industry since October 19, 2014. Benjamin is registered in Iowa and Nebraska. Benjamin has passed the Series 7, Series 24, and Series 66 exams, and the SIE exam. Benjamin has experience working with high net worth individuals, individuals other than high net worth individuals, and pension and profit sharing plans.
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.
Solicitation fees from 3rd party money managers
1
2
IA
08/30/2022 - Present
Cambridge Investment Research Advisors, Inc. (Fairfield IA)
NE
12/21/2021 - 08/30/2022
BANCWEST INVESTMENT SERVICES, INC. (OMAHA NE)
NE
04/01/2014 - 06/02/2021
SECURITIES AMERICA, INC. (LAVISTA NE)
BOTH
Issued 05/04/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/17/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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