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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 Ricker is a financial advisor with over 20 years of experience in the industry. Benjamin has been registered with the Securities and Exchange Commission since 2003 and is currently affiliated with Osaic Wealth, Inc. Benjamin has held previous positions with Woodbury Financial Services, Inc., Questar Capital Corporation, Kalos Capital, Inc., Thrivent Investment Management Inc., American Express Financial Advisors Inc. and IDS Life Insurance Company. Benjamin holds a Series 66, Series 7, and SIE licenses. Benjamin provides a variety of financial services, including financial planning, pension consulting, educational seminars, portfolio management for businesses and individuals, and selection of other advisors. Benjamin is a registered representative in Florida, Maryland, North Carolina, Pennsylvania, South Carolina, and Texas. Benjamin is also registered as an investment advisor representative in Pennsylvania. Benjamin is dedicated to providing clients with personalized financial advice and guidance to help 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.
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.
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.
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2
PA
01/19/2024 - Present
Osaic Wealth, Inc. (ANNVILLE PA)
PA
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (ANNVILLE PA)
PA
12/18/2009 - 03/01/2019
QUESTAR CAPITAL CORPORATION (ANNVILLE PA)
PA
03/17/2006 - 12/31/2007
KALOS CAPITAL, INC. (HARRISBURG PA)
MN
12/09/2003 - 12/31/2005
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
MN
08/11/2003 - 08/27/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/11/2003 - 08/27/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 12/11/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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