Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Richard Duval is a financial advisor with over 10 years of experience in the industry. Benjamin is currently registered with LPL Financial LLC and holds the Series 63, Series 7 and SIE licenses. Prior to joining LPL Financial LLC, Benjamin was affiliated with MML Investors Services, LLC. Benjamin is registered to provide investment advice in Colorado, Illinois, Indiana, Michigan, and South Carolina. Benjamin specializes in providing financial advice to individuals, high-net-worth individuals, corporations, and retirement plans.
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.
1
2
MI
06/15/2017 - Present
LPL Financial LLC (BATTLE CREEK MI)
MI
02/28/2007 - 06/16/2017
MML INVESTORS SERVICES, LLC (BATTLE CREEK MI)
BC
Issued 03/30/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Benjamin Duval is the right advisor for you? Invested Better is here to help.
