Unclaimed
Benjamin Lee Wilson is a financial professional with over 18 years of experience in the financial services industry. Benjamin is currently registered as an Investment Advisor Representative with Hunter Capital Management, LLC. Benjamin is also a Chartered Financial Consultant. Benjamin has a history of providing financial services to individuals, investment companies, and charitable organizations. Benjamin is experienced in portfolio management.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
IL
06/02/2020 - Present
Hunter Capital Management (LOMBARD IL)
IL
03/27/2002 - 07/16/2020
PWMCO, LLC (CHICAGO IL)
IA
Issued 06/19/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/2016
Series 24 - General Securities Principal Examination
BC
Issued 11/08/2005
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2002
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/26/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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