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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 Howell is a financial advisor with over 20 years of experience in the financial services industry. Benjamin is currently registered with LPL Financial LLC. Prior to joining LPL, Benjamin was with D.A. Davidson & Co. and Morgan Stanley. Benjamin holds Series 7, 31, and 65 licenses.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
OR
10/26/2023 - Present
LPL Financial LLC (TIGARD OR)
OR
05/22/2015 - 10/30/2023
D.A. DAVIDSON & CO. (LAKE OSWEGO OR)
OR
06/01/2009 - 05/28/2015
MORGAN STANLEY (PORTLAND OR)
OR
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PORTLAND OR)
OR
05/18/2005 - 04/02/2007
MORGAN STANLEY DW INC. (PORTLAND OR)
MO
06/11/2002 - 05/23/2005
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
MA
02/08/2002 - 05/15/2002
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 08/08/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/05/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 02/07/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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