Unclaimed
Benjamin Riley Bryan is a financial advisor who has been in the industry since June 2018. Benjamin is currently registered with Ameriprise Financial Services, LLC and has been with this firm since January 2019. Previously, Benjamin was employed with Wells Fargo Clearing Services, LLC in Terre Haute, Indiana. Benjamin is licensed to offer securities and investment advisory services in 12 states and holds the Series 66, Series 7, and SIE licenses. Benjamin specializes in financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
IN
01/16/2019 - Present
Ameriprise Financial Services, LLC (Terre Haute IN)
IN
06/18/2018 - 01/17/2019
WELLS FARGO CLEARING SERVICES, LLC (TERRE HAUTE IN)
BOTH
Issued 07/06/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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