Unclaimed
Benjamin Haren is a financial advisor with J.P. Morgan Securities LLC and has been in the industry since May 4, 2018. Benjamin holds the Series 6, 7TO, 63, and 66 securities licenses and is registered with the Financial Industry Regulatory Authority (FINRA). Benjamin has worked for several financial institutions, including Key Investment Services LLC and The Huntington Investment Company. Benjamin's experience and credentials demonstrate a strong understanding of the financial services industry.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
OR
01/06/2025 - Present
J.p. Morgan Securities LLC (Tualatin OR)
OR
03/02/2021 - 10/07/2021
KEY INVESTMENT SERVICES LLC (Tualatin OR)
OH
06/27/2017 - 03/03/2021
THE HUNTINGTON INVESTMENT COMPANY (DUBLIN OH)
BOTH
Issued 11/20/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/17/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/25/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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