Unclaimed
Benjamin Littlefield is a financial advisor with over 20 years of experience in the financial services industry. Benjamin is currently registered with LPL Enterprise, LLC and is licensed to provide investment advice in Michigan. Benjamin has extensive experience in helping clients with their financial planning needs, including retirement planning, investment management and college savings. Benjamin is also able to help with insurance needs. Prior to joining LPL Enterprise, LLC, Benjamin was employed by Pruco Securities, LLC.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
A percentage of the total value of assets under management is charged.
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2
MI
11/14/2024 - Present
LPL Enterprise, LLC (TROY MI)
MI
08/09/2023 - 11/24/2023
PRUCO SECURITIES, LLC. (TROY MI)
BC
Issued 06/28/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/03/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/09/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/07/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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