Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Wuerffel is a financial advisor with over 10 years of experience in the financial services industry. Benjamin is currently registered with Lincoln Investment and Capital Analysts. Benjamin has a wide range of experience in providing financial planning, investment management, and insurance products to individuals and businesses. He holds licenses in Florida, Texas, and other states. Benjamin is dedicated to helping his clients achieve their financial goals.
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.
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.
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2
FL
07/15/2021 - Present
Lincoln Investment (JACKSONVILLE FL)
FL
01/19/2011 - 06/01/2012
CAPITAL ANALYSTS, INCORPORATED (JACKSONVILLE FL)
FL
07/07/2010 - 11/01/2010
LPL FINANCIAL CORPORATION (JACKSONVILLE FL)
FL
05/22/2008 - 10/28/2009
QA3 FINANCIAL CORP. (JACKSONVILLE FL)
BOTH
Issued 06/20/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/05/2019
Series 24 - General Securities Principal Examination
BC
Issued 02/17/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2011
Series 7 - General Securities Representative Examination
BC
Issued 05/21/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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