Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Johnson is a financial advisor with Raymond James Financial Services Advisors, Inc. Benjamin is a registered representative in Wisconsin and has been in the industry since 2021. Benjamin has Series 66, Series 7, and SIE licenses. Benjamin is also a Certified Financial Planner. Benjamin can provide a wide range of services, including financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and hourly & fixed rate consultations. Benjamin can assist clients with accounts such as individuals other than high-net-worth, high-net-worth individuals, corporations or other businesses, pension and profit-sharing plans, and banking or thrift institutions.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
WI
06/30/2021 - Present
Raymond James Financial Services Advisors, Inc. (Elm Grove WI)
BOTH
Issued 04/16/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/15/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/04/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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