Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Stephen Newport is a financial advisor currently registered with Retirement Planners Of America. Benjamin has been in the industry for over 12 years and has experience working at Northwestern Mutual Investment Services, LLC. Benjamin holds Series 6, 7, and 63 securities licenses, along with the SIE exam. Benjamin has also earned the Certified Financial Planner designation and specializes in Financial Planning and Portfolio Management for Individuals. Benjamin is also a member of the Texas Air National Guard.
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.
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.
A percentage of the total value of assets under management is charged.
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TX
03/21/2016 - Present
Retirement Planners OF America (PLANO TX)
TX
09/20/2013 - 07/24/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ALLEN TX)
BC
Issued 10/25/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/2015
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2015
Series 7 - General Securities Representative Examination
BC
Issued 09/20/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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