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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Taft Benson is an investment advisor representative with Wells Fargo Clearing Services, LLC. Joseph has been in the securities industry since August 19, 2008. Joseph is registered with the state of Georgia as an investment advisor representative and in Texas as an investment advisor representative. Joseph is also registered as a registered representative with FINRA. Joseph holds the Series 7, Series 63, and Series 66 securities licenses. Joseph is also a Registered Investment Advisor in the state of Georgia. Joseph has experience in a wide range of investment products and services, including securities, mutual funds, variable annuities, and life insurance. Joseph also offers investment consulting services to institutional clients.
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.
Investment consulting services to institutional clients
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
GA
05/28/2015 - Present
Wells Fargo Clearing Services, LLC (ATLANTA GA)
BOTH
Issued 03/29/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/23/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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