Unclaimed
Benjamin Barrett is an active Registered Representative with Edward Jones. Benjamin has been in the industry since 2015, and previously worked at Woodbury Financial Services, Inc. and Pruco Securities, LLC. Benjamin holds Series 7 and Series 66 securities licenses. Benjamin is registered to offer securities and investment advisory services in Arizona, California, Colorado, Iowa, Minnesota, Nevada, North Carolina, North Dakota, South Carolina, Texas, and Wisconsin.
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
MN
05/19/2021 - Present
Edward Jones (COLD SPRING MN)
MN
10/21/2016 - 10/21/2019
PRUCO SECURITIES, LLC. (PLYMOUTH MN)
MN
05/20/2015 - 10/06/2016
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
BOTH
Issued 11/06/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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