Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Payton is a financial advisor with over 5 years of experience. Benjamin is a Certified Financial Planner and Chartered Financial Consultant. Benjamin is registered in the state of Wyoming as a Registered Representative, and Investment Advisor Representative, and is licensed to sell securities and provide investment advisory services. Benjamin offers a wide range of services, including financial planning, portfolio management, and investment advisory services. Benjamin is committed to helping clients achieve their financial goals. Benjamin is currently affiliated with Integrated Wealth Concepts LLC, an independent investment advisor firm. Benjamin has previously been affiliated with Northwestern Mutual Investment Services, LLC.
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.
Helps you choose top advisors aligned with your financial goals.
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
WY
08/05/2021 - Present
Integrated Wealth Concepts LLC (CODY WY)
ND
08/16/2018 - 04/06/2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (GRAND FORKS ND)
BOTH
Issued 06/20/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/23/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/08/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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