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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Buchanan is a financial advisor at Wells Fargo Advisors Financial Network, LLC, with a career in the industry since 2000. Benjamin is registered to provide investment advice in Florida and Texas and is a Certified Financial Planner. Benjamin has extensive experience in providing financial planning and investment advice to individuals, corporations, and trusts. Benjamin is also experienced in providing investment consulting services to institutional clients. Benjamin has a strong commitment to providing clients with personalized service and helping them 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.
Guidance on pension options to ensure a secure financial future.
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.
Investment consulting services to institutional clients
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
07/14/2014 - Present
Wells Fargo Advisors Financial Network, LLC (MELBOURNE FL)
FL
10/23/2009 - 07/02/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MELBOURNE FL)
FL
10/30/2001 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (MELBOURNE FL)
MA
10/23/2000 - 10/23/2001
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
IA
Issued 06/05/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/23/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/11/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2001
Series 7 - General Securities Representative Examination
BC
Issued 10/20/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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