Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Benson is an active investment advisor representative with LPL Financial LLC. Patrick is registered in 28 states and has been working in the financial industry since 1996. Patrick has a wide range of experience, having previously worked with Securities America, Inc., National Planning Corporation, American General Securities Incorporated, and Franklin Financial Services Corporation. Patrick's previous experience, combined with their current role at LPL Financial LLC, provides a strong foundation for serving clients with their financial needs.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
03/07/2024 - Present
LPL Financial LLC (SAN DIEGO CA)
MO
09/06/2017 - 03/14/2024
SECURITIES AMERICA, INC. (HANNIBAL MO)
MO
10/22/2007 - 09/06/2017
NATIONAL PLANNING CORPORATION (HANNIBAL MO)
MO
10/01/2002 - 10/23/2007
AMERICAN GENERAL SECURITIES INCORPORATED (HANNIBAL MO)
TX
04/26/1996 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 12/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/30/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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