Unclaimed
Benjamin Glenn is an active advisor representative registered with Creative Financial Designs, Inc. Benjamin has been in the industry since 2008. Benjamin holds both a Series 7 and a Series 66 license. Benjamin works out of the Harrisonburg, VA branch office and is registered in 30 states. The Harrisonburg, VA branch office is located at 31 Southgate Ct, Suite 202. Benjamin also has a branch office in Kokomo, Indiana. Creative Financial Designs is a firm with headquarters in Kokomo, Indiana. The firm has approximately 12,377 clients and manages over $2 billion in assets. Creative Financial Designs is a firm with approximately 140 employees, including licensed agents, investment adviser representatives, and registered representatives. The firm offers a variety of advisory services, including financial planning, educational seminars, and portfolio management for both businesses and individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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VA
08/12/2014 - Present
Creative Financial Designs, Inc. (HARRISONBURG VA)
VA
04/14/2011 - 08/12/2014
SECURITIES SERVICE NETWORK, INC. (HARRISONBURG VA)
VA
10/17/2008 - 03/02/2011
EDWARD JONES (HARRISONBURG VA)
BOTH
Issued 10/31/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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