Unclaimed
Benjamin S. Brauneck is a financial professional registered with Charles Schwab & CO., Inc. Benjamin has been in the industry since September 14, 2014, and holds a Series 66, Series 7 and SIE licenses. Benjamin has worked with Charles Schwab & CO., Inc. since January 2014. Benjamin is also registered with Charles Schwab Bank since July 2016. In addition to the registration in Ohio, Benjamin is also registered in 53 other states.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
OH
09/15/2014 - Present
Charles Schwab & CO., Inc. (Richfield OH)
BOTH
Issued 07/10/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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