Unclaimed
Bennett Reitzel Fletcher is a financial advisor with Edward Jones. Bennett has been in the financial industry since 2017. Bennett has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated, and J.P. Morgan Securities LLC. Bennett is a Certified Financial Planner. Bennett is registered in 17 states and has Series 63, 66, 7 and SIE licenses. Bennett specializes in providing financial advice to individuals, businesses, high-net-worth individuals, pension and profit-sharing plans, and corporations.
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
WI
09/23/2021 - Present
Edward Jones (STURGEON BAY WI)
MD
08/14/2019 - 09/10/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BALTIMORE MD)
DE
08/24/2017 - 07/19/2019
J.P. MORGAN SECURITIES LLC (NEWARK DE)
BOTH
Issued 08/26/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/10/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Bennett Fletcher is the right advisor for you? Invested Better is here to help.