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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin R. McConnell is a financial advisor with Fifth Third Securities, Inc. Benjamin McConnell has been in the financial services industry for over 11 years and has experience with Wells Fargo Clearing Services, LLC and Pruco Securities, LLC. Benjamin McConnell has been registered with the state of Illinois and Indiana. He is also licensed to offer securities products in Arkansas, California, Colorado, Florida, Illinois, Indiana, Kansas, Kentucky, Michigan, New Mexico, Ohio, Oregon, South Carolina, Tennessee, Texas, Virginia, and Wisconsin. Benjamin McConnell specializes in providing financial planning, portfolio management, and other investment advisory services. He holds both FINRA and state securities licenses and is committed to providing his clients with personalized financial guidance.
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.
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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 01/26/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2015
Series 7 - General Securities Representative Examination
BC
Issued 08/24/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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