Unclaimed
Benjamin Fredrickson is a financial advisor with Edward Jones, a firm that manages over $824 billion in assets. Benjamin has been in the industry since February 2015. He is registered with FINRA as a Registered Representative. He holds a Series 7 license as well as a Series 66 license. Benjamin offers a range of financial planning services, including financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisors. Benjamin has been registered with the state of Texas since March 27, 2020. He holds active registrations in 16 states, including Alabama, Arkansas, Delaware, Florida, Louisiana, Michigan, Minnesota, New Mexico, North Carolina, Oklahoma, Oregon, Texas, Utah, Washington, and West Virginia. Benjamin has experience with a variety of clients, including high-net-worth individuals, corporations, and other businesses, pension plans, charitable organizations, and investment clubs.
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.
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.
See schedule d - miscellaneous
1
2
TX
03/27/2020 - Present
Edward Jones (NACOGDOCHES TX)
TX
02/03/2015 - 03/31/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)
BOTH
Issued 02/27/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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