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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 Bellury is a financial advisor with Edward Jones. Benjamin has been in the financial industry since 1998 and has experience with several firms including TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, A. G. EDWARDS & SONS, INC. and VANGUARD MARKETING CORPORATION. Benjamin holds several licenses and registrations including Series 6, 7, 24, 63, 65 and 66. Benjamin is registered in multiple states and provides services for high-net-worth individuals, corporations, partnerships, investment clubs and limited liability companies. Benjamin also has experience providing financial planning, pension consulting and selection of other advisors services. Benjamin's current firm, Edward Jones, is a national firm that has over $1 trillion in assets under management. Edward Jones offers a variety of services to individuals and businesses including financial planning, retirement planning, college savings, investment management and insurance.
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.
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.
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.
See schedule d - miscellaneous
1
2
NC
10/29/2020 - Present
Edward Jones (CHARLOTTE NC)
NC
10/07/2005 - 07/25/2018
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
MO
10/01/2004 - 08/12/2005
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
MO
03/12/2003 - 10/06/2004
EDWARD JONES (ST. LOUIS MO)
PA
08/07/1998 - 03/05/2003
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 02/27/2012
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/21/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/11/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/09/2014
Series 24 - General Securities Principal Examination
BC
Issued 07/25/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2003
Series 7 - General Securities Representative Examination
BC
Issued 08/06/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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