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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 Burkley is an investment advisor representative who has been active in the industry since December 5, 2009. Benjamin Burkley has a current active registration with LPL Financial LLC and Stratos Wealth Partners, LTD. Benjamin has a wide range of experience and registrations in multiple states. Benjamin Burkley's career history includes previous roles at Hefren-Tillotson, Inc., Federated Securities Corp., Northwestern Mutual Investment Services, LLC, and Edward Jones. Benjamin Burkley has passed the Series 66, Series 7, and SIE exams.
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.
Consulting and other non-discretionary advisory 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.
1
2
PA
08/15/2023 - Present
LPL Financial LLC (SEWICKLEY PA)
PA
10/14/2015 - 08/10/2017
HEFREN-TILLOTSON, INC. (WEXFORD PA)
PA
12/08/2009 - 11/08/2013
FEDERATED SECURITIES CORP. (PITTSBURGH PA)
PA
09/26/2008 - 12/02/2008
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PITTSBURGH PA)
PA
08/30/2007 - 04/02/2008
EDWARD JONES (TARENTUM PA)
BOTH
Issued 09/14/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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