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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 Richard Wilcox is a financial advisor with over 13 years of experience in the financial services industry. Currently, Benjamin is registered with Raymond James Financial Services Advisors, Inc. and has held licenses with several other firms over the years. Benjamin is a licensed investment advisor representative in Ohio and Texas and is also registered as an investment advisor representative in Texas. Benjamin specializes in financial planning, pension consulting, portfolio management for individuals and businesses, and educational seminars. He has a wide range of experience working with high net worth individuals, pension and profit-sharing plans, corporations and other businesses, and individuals other than high net worth individuals.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OH
09/16/2024 - Present
Raymond James Financial Services Advisors, Inc. (Toledo OH)
BC
Issued 11/10/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2018
Series 7 - General Securities Representative Examination
BC
Issued 09/17/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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