Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin McConnell is an investment advisor representative at Fifth Third Securities, Inc. with 12 years of experience in the financial services industry. Benjamin is registered with FINRA and the state of Indiana, Illinois and 17 other states. Benjamin holds the Series 6, Series 7, Series 63 and Series 65 licenses. Benjamin previously worked at WELLS FARGO CLEARING SERVICES, LLC and PRUCO SECURITIES, LLC. Benjamin's current firm, Fifth Third Securities, Inc. has 1,228 registered representatives and is based in Cincinnati, Ohio. Fifth Third Securities, Inc. is a full-service brokerage firm that offers a wide range of financial products and services to individuals, businesses, and institutions. Benjamin has experience providing financial planning, portfolio management for businesses and individuals, and selection of other advisers.
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.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
1
2
IN
07/13/2018 - Present
Fifth Third Securities, Inc. (SULLIVAN IN)
IN
09/14/2015 - 07/11/2018
WELLS FARGO CLEARING SERVICES, LLC (TERRE HAUTE IN)
IN
08/25/2011 - 07/28/2015
PRUCO SECURITIES, LLC. (TERRE HAUTE IN)
IA
Issued 1/26/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/10/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/14/2015
Series 7 - General Securities Representative Examination
BC
Issued 8/24/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Benjamin McConnell is the right advisor for you? Invested Better is here to help.
