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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 Parker is a financial advisor with Planmember Securities Corp. Benjamin has been in the industry since 2013 and has experience working with a number of firms. Benjamin is a Registered Representative and Investment Advisor Representative and holds licenses in the state of California. Benjamin is a graduate of the University of California, Santa Barbara, and holds a bachelor's degree in economics. Benjamin has a strong track record of success in providing financial advice and investment management services to individuals and families.
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.
Provides investment supervisory services
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
CA
09/17/2020 - Present
Planmember Securities Corp. (CARPINTERIA CA)
CA
03/07/2017 - 09/15/2020
J.P. MORGAN SECURITIES LLC (SANTA BARBARA CA)
CA
12/10/2014 - 03/02/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SANTA BARBARA CA)
CA
07/23/2013 - 11/28/2014
EDWARD JONES (SANTA CLARITA CA)
BOTH
Issued 08/09/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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