Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Burbedge is a financial advisor with over 25 years of experience in the industry. Benjamin is currently registered with Osaic Wealth, Inc. in Granger, Indiana. Benjamin has previously worked for various financial institutions including Woodbury Financial Services, Inc., Ameriprise Financial Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Chase Investment Services Corp. Benjamin holds several licenses and certifications including Series 63, Series 65, Series 7, Series 24, and SIE. Benjamin is a financial advisor with a comprehensive understanding of the financial markets and a commitment to providing personalized investment advice to his clients.
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.
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.
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2
IN
01/19/2024 - Present
Osaic Wealth, Inc. (GRANGER IN)
IN
06/11/2021 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (GRANGER IN)
IN
08/22/2017 - 06/15/2021
AMERIPRISE FINANCIAL SERVICES, LLC (Granger IN)
IN
08/21/2009 - 08/23/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SOUTH BEND IN)
IN
07/06/2005 - 08/25/2009
CHASE INVESTMENT SERVICES CORP. (ELKHART IN)
IL
10/27/2003 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NJ
09/13/2002 - 06/11/2003
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
MN
02/09/2001 - 09/13/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/09/2001 - 09/13/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
OH
04/07/1999 - 01/31/2001
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
NY
07/07/1997 - 03/19/1999
TASIN & COMPANY, INC. (HAUPPAUGE NY)
NY
08/22/1996 - 07/02/1997
H G I (JERICHO NY)
IA
Issued 12/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/02/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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