Unclaimed
Benjamin Thomas Meine is a financial advisor with over 15 years of experience in the financial services industry. Benjamin is currently registered with United Planners' Financial Services Of America A Limited Partner and has been with the firm since April 2019. Prior to that, Benjamin was a registered representative with Lincoln Financial Securities Corporation from February 2013 to December 2017. Benjamin specializes in providing financial advice to individuals, families, and businesses. Benjamin is dedicated to helping clients achieve their financial goals.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
04/26/2019 - Present
United Planners' Financial Services OF America A Limited Partner (FRESNO CA)
CA
02/08/2013 - 12/08/2017
LINCOLN FINANCIAL SECURITIES CORPORATION (CLOVIS CA)
CA
01/13/2011 - 12/07/2012
FARMERS FINANCIAL SOLUTIONS, LLC (FRESNO CA)
CA
07/14/2003 - 12/31/2010
FARMERS FINANCIAL SOLUTIONS, LLC (FRESNO CA)
BC
Issued 07/26/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 12/08/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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