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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 Leshem is a financial advisor registered with Wells Fargo Advisors Financial Network, LLC. Benjamin has been in the industry since December 1995 and is currently registered in Illinois and Texas. Benjamin is also a registered Investment Advisor (IA) in Illinois and Texas. Benjamin is licensed to provide financial advice to individuals, businesses, and institutions. Benjamin is a Series 3, 7, 31, and 65 licensed advisor and holds the SIE exam. Benjamin is also a registered principal with the firm. Prior to joining Wells Fargo Advisors Financial Network, LLC, Benjamin was associated with WELLS FARGO CLEARING SERVICES, LLC from February 2007 to June 2019. Before that, Benjamin was associated with MORGAN STANLEY DW INC. from January 1999 to February 2007 and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED from June 1996 to January 1999. Benjamin's areas of expertise include financial planning, portfolio management, investment consulting, and pension consulting.
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
IL
06/05/2019 - Present
Wells Fargo Advisors Financial Network, LLC (HIGHLAND PARK IL)
IL
02/02/2007 - 06/05/2019
WELLS FARGO CLEARING SERVICES, LLC (HIGHLAND PARK IL)
IL
01/25/1999 - 02/06/2007
MORGAN STANLEY DW INC. (RIVERWOODS IL)
NY
06/17/1996 - 01/26/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
02/06/1987 - 05/20/1987
B.C. CHRISTOPHER SECURITIES CO.
NA
11/21/1986 - 02/13/1987
BLUNT ELLIS & LOEWI INCORPORATED
IA
Issued 08/10/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/25/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 06/15/1996
Series 7 - General Securities Representative Examination
BC
Issued 08/09/1990
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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