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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 Rollins is an investment advisor representative with Ameriprise Financial Services, LLC in Beaverton, OR, with over 25 years of experience. Benjamin is also registered as an investment advisor representative with the state of Texas. Prior to Ameriprise, Benjamin was associated with PHILLIPS & COMPANY in Portland, OR. Benjamin is a licensed Series 63, 65, 7, 24 and SIE representative. Benjamin holds designations and specializations in retirement planning, investment planning, insurance and financial products, wealth management, and college planning.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
OR
07/15/2011 - Present
Ameriprise Financial Services, LLC (Beaverton OR)
OR
08/06/1997 - 07/30/2011
PHILLIPS & COMPANY (PORTLAND OR)
IA
Issued 10/13/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/07/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/08/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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