Unclaimed
Bennett Egerton Conklin is a financial advisor at Edward Jones. Bennett has been in the financial services industry since 1994. Bennett has a wide range of experience and knowledge in the financial services industry and is committed to helping clients reach their financial goals. Bennett is a Certified Financial Planner and a Chartered Financial Consultant. Bennett is registered with the Securities and Exchange Commission as a Broker Dealer in the state of Missouri. Bennett is also registered as an Investment Advisor Representative with the Securities and Exchange Commission in the states of Arizona and Texas. In addition to his current position at Edward Jones, Bennett has also worked at other financial institutions in the past including OneAmerica Securities, Saybrus Equity Services, Inc, Centerre Capital LLC, First Heartland Capital, Inc., Princor Financial Services Corporation, MetLife Securities Inc., Metropolitan Life Insurance Company, Jefferson Pilot Securities Corporation, Signator Investors, Inc., and John Hancock Mutual Life Insurance Company.
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.
See schedule d - miscellaneous
1
2
MO
01/03/2022 - Present
Edward Jones (ST LOUIS MO)
AZ
09/03/2013 - 03/13/2015
ONEAMERICA SECURITIES, INC. (SCOTTSDALE AZ)
CT
01/19/2011 - 05/16/2012
SAYBRUS EQUITY SERVICES, INC (HARTFORD CT)
AZ
07/08/2010 - 01/06/2011
CENTERRE CAPITAL LLC (FOUNTAIN HILLS AZ)
AZ
06/14/2010 - 07/08/2010
FIRST HEARTLAND CAPITAL, INC. (FOUNTAIN HILLS AZ)
AZ
10/10/2008 - 06/07/2010
PRINCOR FINANCIAL SERVICES CORPORATION (PHOENIX AZ)
AZ
05/03/2006 - 10/09/2008
METLIFE SECURITIES INC. (TEMPE AZ)
AZ
05/03/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (MESA AZ)
AZ
08/22/2003 - 05/11/2006
JEFFERSON PILOT SECURITIES CORPORATION (PARADISE VALLEY AZ)
MA
01/23/1992 - 09/11/2003
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
01/23/1992 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 10/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/28/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2000
Series 7 - General Securities Representative Examination
BC
Issued 01/21/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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