Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Shirley is a financial advisor at Fidelity Personal and Workplace Advisors. Benjamin has been in the industry since 2010, and has experience at several firms, including Stifel, Nicolaus & Company, Incorporated, Neuberger Berman BD LLC and Oppenheimer & Co. Inc. Benjamin is registered with FINRA and is licensed in 23 states, including Illinois, Texas, California, Florida, New York, and more. Benjamin holds the Series 63, Series 66, Series 7 and SIE licenses. Benjamin specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
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.
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
IL
06/13/2022 - Present
Fidelity Personal AND Workplace Advisors (HIGHLAND PARK IL)
IL
01/24/2018 - 04/04/2022
STIFEL, NICOLAUS & COMPANY, INCORPORATED (LAKE FOREST IL)
IL
08/28/2014 - 01/31/2017
NEUBERGER BERMAN BD LLC (CHICAGO IL)
IL
07/30/2010 - 08/26/2014
OPPENHEIMER & CO. INC. (CHICAGO IL)
BOTH
Issued 04/22/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Benjamin Shirley is the right advisor for you? Invested Better is here to help.
