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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin William Westney is a financial advisor with World Investment Advisors, LLC. Benjamin William Westney is a Registered Investment Advisor in Texas. Benjamin William Westney has worked in the financial services industry since 2013. Benjamin William Westney holds the Series 66, SIE and Series 7 licenses. Benjamin William Westney is also a Certified Financial Planner. In addition to working with World Investment Advisors, LLC, Benjamin William Westney also has an independent life insurance agency and performs as a freelance classical musician. Benjamin William Westney's previous employers include PENSIONMARK SECURITIES, LLC and SECURIAN FINANCIAL SERVICES, INC.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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TX
10/27/2017 - Present
World Investment Advisors, LLC (Garden Ridge TX)
TX
10/27/2017 - 12/31/2019
PENSIONMARK SECURITIES, LLC (Garden Ridge TX)
TX
11/25/2013 - 10/24/2017
SECURIAN FINANCIAL SERVICES, INC. (SAN ANTONIO TX)
BOTH
Issued 12/16/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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