Unclaimed
Benjamin Pearson Stidham is a financial advisor at LPL Financial LLC in Tempe, Arizona. Benjamin has been in the financial services industry for over 18 years and has a Series 7 and Series 66 license. Benjamin was previously registered with WELLS FARGO INVESTMENTS, LLC and WELLS FARGO CLEARING SERVICES, LLC. Benjamin specializes in providing financial planning, portfolio management, and other non-discretionary advisory services to individuals, businesses, and charitable organizations.
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
AZ
10/08/2021 - Present
LPL Financial LLC (TEMPE AZ)
AZ
01/03/2011 - 10/21/2021
WELLS FARGO CLEARING SERVICES, LLC (TEMPE AZ)
AZ
05/14/2004 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (TEMPE AZ)
BOTH
Issued 09/16/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Benjamin Stidham is the right advisor for you? Invested Better is here to help.