Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benji? Claim Your ProfileBenji Sheppard McLeod Jr. is a financial advisor with Kestra Private Wealth Services, LLC, based in Roswell, GA. Benji has been in the financial industry since 2000 and has experience with a variety of financial products and services. Benji holds Series 7, 31, and 66 licenses and has a strong background in financial planning, portfolio management, and pension consulting. Benji works with a variety of clients including high-net-worth individuals, corporations, and charitable organizations. Benji is also the Managing Partner of Canton Wealth Partners, a financial advisory firm.
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.
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2
GA
10/05/2022 - Present
Kestra Private Wealth Services, LLC (Roswell GA)
GA
10/11/2013 - 10/06/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MACON GA)
GA
06/01/2009 - 10/23/2013
MORGAN STANLEY (ATLANTA GA)
GA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (ATLANTA GA)
GA
08/16/2000 - 04/02/2007
MORGAN STANLEY DW INC. (ATLANTA GA)
BOTH
Issued 09/07/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 08/15/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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