Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Otte is a financial advisor who has been in the industry since August 2016. Benjamin currently works for Commonwealth Financial Network. Benjamin has passed the Series 7, Series 63, and Series 66 exams. Benjamin has worked for several firms including Charles Schwab & Co., Inc., KESTRA INVESTMENT SERVICES, LLC, and Commonwealth Financial Network. Benjamin specializes in working with individuals, corporations, charitable organizations, pension plans, and high-net-worth individuals.
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.
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
06/20/2024 - Present
Commonwealth Financial Network (San Bernardino CA)
TX
09/16/2019 - 06/02/2020
KESTRA INVESTMENT SERVICES, LLC (AUSTIN TX)
CA
11/10/2015 - 03/21/2018
COMMONWEALTH FINANCIAL NETWORK (SAN DIEGO CA)
CA
10/28/2014 - 07/28/2015
CHARLES SCHWAB & CO., INC. (MENLO PARK CA)
BOTH
Issued 10/21/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/27/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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