Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Pruitt Melton Jr. is an investment advisor representative with Osaic Wealth, Inc., working from the Vienna, VA office. Benjamin has over 30 years of experience in the financial services industry, having started his career in 1991. Benjamin is registered with the state of Maryland and Virginia, and is licensed to sell securities in multiple states. Benjamin is also a licensed insurance agent and has experience in both the financial planning and investment management areas. In addition to working at Osaic Wealth, Inc., Benjamin has previously been employed by PNC Investments, Citigroup Global Markets Inc., Citicorp Investment Services, BB&T Investment Services, Inc., LM Financial Partners, Inc., Wachovia Securities, Inc., Wachovia Brokerage Service, Central Fidelity Securities, Inc., JMC Financial Corporation, and Copeland Equities, Inc. Benjamin's professional designations include Series 6, 7, 63, and 65 licenses.
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.
A percentage of the total value of assets under management is charged.
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2
VA
01/24/2025 - Present
Osaic Wealth, Inc. (VIENNA VA)
MD
12/17/2009 - 10/26/2023
PNC INVESTMENTS (ROCKVILLE MD)
MD
05/29/2007 - 12/17/2009
CITIGROUP GLOBAL MARKETS INC. (GAITHERSBURG MD)
VA
11/13/2003 - 05/29/2007
CITICORP INVESTMENT SERVICES (CENTERVILLE VA)
NC
08/08/2002 - 11/18/2003
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
LA
05/14/2001 - 08/12/2002
LM FINANCIAL PARTNERS, INC. (NEW ORLEANS LA)
NC
02/14/2000 - 05/31/2001
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NC
01/28/1998 - 02/14/2000
WACHOVIA BROKERAGE SERVICE (WINSTON SALEM NC)
NE
01/21/1997 - 01/28/1998
CENTRAL FIDELITY SECURITIES, INC. (OMAHA NE)
MA
11/17/1992 - 12/31/1996
JMC FINANCIAL CORPORATION (BOSTON MA)
NJ
02/13/1991 - 10/09/1992
COPELAND EQUITIES, INC. (SOMERSET NJ)
IA
Issued 04/13/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/24/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/1999
Series 7 - General Securities Representative Examination
BC
Issued 12/13/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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