Unclaimed
Benjamin Hall is a financial advisor registered with Ameriprise Financial Services, LLC. Benjamin has been working in the financial industry since 2015, and has licenses for both securities and insurance. Benjamin has passed the Series 6, Series 7TO, and Series 66 exams. Benjamin provides financial planning, portfolio management, and asset allocation services to individuals, families, businesses, and institutions. Benjamin is also registered to provide investment advisory services in Texas and West Virginia.
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.
Asset allocation 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.
1
2
WV
05/03/2019 - Present
Ameriprise Financial Services, LLC (Bridgeport WV)
WV
11/23/2015 - 08/10/2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CLARKSBURG WV)
BOTH
Issued 03/07/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/06/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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