Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Casselberry is a financial advisor with Packerland Brokerage Services, Inc. based in Wausau, Wisconsin. Benjamin has been in the financial services industry since 2018 and has experience with investment advisory and brokerage services. Benjamin holds the Series 7, Series 63, and Series 65 licenses and is registered to provide investment advice in Kansas, Texas, and Wisconsin. Benjamin has worked at both AXA Advisors, LLC and Commonwealth Financial Network prior to his current role. Benjamin has a strong background in helping individuals and families meet their financial goals.
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.
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
WI
07/15/2019 - Present
Packerland Brokerage Services, Inc. (EAGLE RIVER WI)
MN
01/25/2019 - 06/03/2019
AXA ADVISORS, LLC (MINNEAPOLIS MN)
MN
07/19/2018 - 12/19/2018
COMMONWEALTH FINANCIAL NETWORK (SHOREVIEW MN)
IA
Issued 11/29/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/05/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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