Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Pruett is a financial advisor with Fidelity Personal and Workplace Advisors. Benjamin has been in the financial services industry since 1993. Benjamin has worked at Charles Schwab & Co., Inc. and J.W. Gant & Associates, Inc. prior to his current role. Benjamin has a Series 63, 66 and 7 license. Benjamin holds a Series SIE license, a Series 7 license, and a Series 66 license. Benjamin is registered to provide investment advice in 21 states. Benjamin specializes in advising clients on retirement planning, college savings, and estate planning. Benjamin is a partner in a private LLC for land purchase.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
TX
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BERGHEIM TX)
TX
03/08/1993 - 12/13/1993
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NA
10/30/1991 - 12/19/1991
J. W. GANT & ASSOCIATES, INC.
BOTH
Issued 07/15/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/30/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Benjamin Pruett is the right advisor for you? Invested Better is here to help.
