Unclaimed
Benjamin Lipp is a financial advisor associated with Empower Financial Services, Inc., with a branch office in Greenwood Village, CO. Benjamin has been in the industry since December 5, 2022, and holds the Series 63, Series 7TO, Series 6TO, and SIE licenses. Benjamin is currently registered with FINRA as an investment advisor representative and in 46 states. Previously, Benjamin was with KEY INVESTMENT SERVICES LLC in Cincinnati, OH.
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.
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.
1
2
CO
05/02/2024 - Present
Empower Financial Services, Inc. (GREENWOOD VILLAGE CO)
OH
07/25/2022 - 12/19/2023
KEY INVESTMENT SERVICES LLC (CINCINNATI OH)
BC
Issued 08/12/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/2024
Series 7TO - General Securities Representative Examination
BC
Issued 07/25/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/05/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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