Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Bistline is a financial advisor at Raymond James Financial Services Advisors, Inc.. Benjamin has been in the financial services industry since 2008. Benjamin is a CERTIFIED FINANCIAL PLANNER™ professional. Benjamin holds a Series 66 license, Series 7 license and the Securities Industry Essentials Exam. Benjamin has a total of 30 approved state registrations and 2 approved IA registrations. Benjamin is also registered in Texas and Oregon. Benjamin has worked with clients in insurance companies, charitable organizations, high-net-worth individuals, banking or thrift institutions, pension and profit sharing plans, corporations or other businesses, and individuals other than high-net-worth. Benjamin is also a Registered Representative for Crown Capital Securities, L.P.
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
OR
09/19/2018 - Present
Raymond James Financial Services Advisors, Inc. (LAKE OSWEGO OR)
OR
09/05/2008 - 11/02/2009
CROWN CAPITAL SECURITIES, L.P. (LAKE OSWEGO OR)
BOTH
Issued 09/11/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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