Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Loyd? Claim Your ProfileLoyd Benjamin Wellman is a financial advisor with Beacon Pointe Advisors, LLC based in Bloomfield Hills, MI. Loyd has been in the financial industry for over 10 years. Loyd is a Certified Financial Planner and has a strong background in portfolio management, financial planning, and investment advice. Prior to joining Beacon Pointe Advisors, LLC Loyd worked at FSC Securities Corporation.
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.
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.
Strategic management for diversified investment portfolios.
Consulting services
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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MI
01/31/2023 - Present
Beacon Pointe Advisors, LLC (Bloomfield Hills MI)
MI
04/04/2018 - 01/04/2023
FSC SECURITIES CORPORATION (BLOOMFIELD HILLS MI)
MI
07/04/2012 - 02/27/2017
FORESTERS FINANCIAL SERVICES, INC. (SOUTHFIELD MI)
IA
Issued 03/17/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/18/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2015
Series 7 - General Securities Representative Examination
BC
Issued 07/03/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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