Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Won Suh is a financial professional with over 17 years of experience in the securities industry. Benjamin has a strong background in providing investment advice and financial planning services to a wide range of clients. Benjamin currently works for BOK Financial Securities, Inc., where he is registered to offer securities and investment advisory services in various states. Benjamin has also worked with Wells Fargo Securities, LLC and Wells Fargo Brokerage Services, LLC.
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.
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.
Furnishes advice about securities in any manner not described above.
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.
1
2
CO
06/02/2017 - Present
BOK Financial Securities, Inc. (Denver CO)
CO
11/06/2009 - 07/28/2014
WELLS FARGO SECURITIES, LLC (DENVER CO)
CO
05/24/2004 - 11/06/2009
WELLS FARGO BROKERAGE SERVICES, L.L.C. (DENVER CO)
CA
04/28/2004 - 05/14/2004
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CO
08/08/2000 - 02/16/2001
JANUS DISTRIBUTORS, INC. (DENVER CO)
BC
Issued 08/12/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2004
Series 7 - General Securities Representative Examination
BC
Issued 08/07/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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