Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Casebolt has over 23 years of experience in the financial services industry. Benjamin currently works as a Registered Representative at Charles Schwab & CO., Inc. and has been with the firm since August 2003. Previously, Benjamin worked at LINSCO/PRIVATE LEDGER CORP., NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC, ROBERT W. BAIRD & CO. INCORPORATED, U.S. BANCORP SECURITIES, and INVEST FINANCIAL CORPORATION. Benjamin specializes in Portfolio Management for Individuals and Financial Planning.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
GA
07/16/2015 - Present
Charles Schwab & CO., Inc. (Atlanta GA)
SC
01/23/2003 - 06/13/2003
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
WI
11/05/2001 - 05/01/2002
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
07/21/1998 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
OR
05/13/1996 - 09/05/1996
U.S. BANCORP SECURITIES (PORTLAND OR)
WI
04/09/1996 - 05/20/1996
INVEST FINANCIAL CORPORATION (APPLETON WI)
BOTH
Issued 06/21/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/04/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/16/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/1996
Series 7 - General Securities Representative Examination
BC
Issued 08/07/1993
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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