Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Trask is a financial advisor at Stifel, Nicolaus & Company, Inc. with experience in the financial industry dating back to 2018. Benjamin has Series 7, Series 63, Series 24, and Series 4 licenses along with a Series 65 license for providing investment advisory services. Benjamin is currently registered with Stifel, Nicolaus & Company, Inc. in Missouri. Benjamin has previously worked at TD Ameritrade, Inc., TD Ameritrade Clearing, Inc. and Citigroup Global Markets Inc.
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.
1
2
MO
08/30/2021 - Present
Stifel, Nicolaus & Company, Inc. (ST. LOUIS MO)
MO
09/23/2020 - 06/09/2021
CITIGROUP GLOBAL MARKETS INC. (O'Fallon MO)
NE
04/23/2019 - 07/18/2020
TD AMERITRADE CLEARING, INC. (OMAHA NE)
MO
06/28/2018 - 07/18/2020
TD AMERITRADE, INC. (ST. LOUIS MO)
IA
Issued 08/27/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/10/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/20/2019
Series 4 - Registered Options Principal Examination
BC
Issued 04/04/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2018
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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