Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Belanger is a financial advisor at Kestra Private Wealth Services, LLC. Benjamin has been in the financial services industry for over 16 years. Benjamin holds Series 6, 7, 63, 65, SIE, and 99TO licenses. Benjamin is also registered to provide investment advisory services in 27 states. Benjamin has experience working with a variety of clients, including individuals, families, businesses, and institutions. Benjamin focuses on providing comprehensive financial planning and investment management services to help clients achieve their financial goals. Benjamin is also a managing partner at Bull and Bear Wealth Management, an independent investment advisory firm, and is the financial director of the Arizona Baseball Club.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
TX
05/06/2021 - Present
Kestra Private Wealth Services, LLC (AUSTIN TX)
AZ
03/31/2016 - 05/10/2021
AMERIPRISE FINANCIAL SERVICES, LLC (SCOTTSDALE AZ)
AZ
01/31/2014 - 04/05/2016
FIRST ALLIED SECURITIES, INC. (GLENDALE AZ)
AZ
03/20/2007 - 02/11/2014
CETERA ADVISORS LLC (GLENDALE AZ)
IA
Issued 09/09/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2008
Series 7 - General Securities Representative Examination
BC
Issued 03/19/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Benjamin Belanger is the right advisor for you? Invested Better is here to help.
