Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Beecher is a financial advisor with over 20 years of experience in the financial services industry. He currently works with LPL Financial LLC and provides a range of financial services to individuals, businesses, and institutions. Benjamin began his career at AXA Advisors, LLC in 2001 and has since held positions with firms such as Linsco/Private Ledger Corp., USAA Financial Advisors, Inc., and Fidelity Brokerage Services LLC. His experience includes working with a variety of clients, including high-net-worth individuals, corporations, and retirement plans. Benjamin holds the Series 66 and Series 7 licenses, as well as the SIE exam, and is a Certified Financial Planner. Benjamin is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
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TX
06/20/2023 - Present
LPL Financial LLC (SAN ANTONIO TX)
TX
12/18/2015 - 06/27/2023
FIDELITY BROKERAGE SERVICES LLC (SAN ANTONIO TX)
TX
04/18/2005 - 12/08/2015
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
SC
03/19/2002 - 03/30/2005
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NY
02/26/2001 - 03/22/2002
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 02/27/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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