Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Thomas Meacham Smith is a financial professional with over 8 years of experience in the industry. Benjamin Thomas Meacham Smith is currently registered with Kestra Investment Management, LLC and has been in this role since June of 2022. Prior to this role, Benjamin Thomas Meacham Smith was registered with CHARLES SCHWAB & CO., INC. from December 2014 to June 2022.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Investment advice to other registered investment advisors and trust companies
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
08/19/2022 - Present
Kestra Investment Management, LLC (AUSTIN TX)
TX
12/09/2014 - 06/13/2022
CHARLES SCHWAB & CO., INC. (Austin TX)
BOTH
Issued 02/09/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/14/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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