Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Ross Benjamin is an investment advisor representative with over 25 years of experience in the financial services industry. Robert is registered with Raymond James & Associates, Inc. in Michigan and Texas and has been with the firm since 1999. Previously, Robert was employed with Roney & Co. and Roney & Co. L.L.C. Robert's expertise covers a range of financial services, including investment management, financial planning, portfolio management for individuals and businesses, and educational seminars. Robert's client types include individuals, corporations, pension and profit sharing plans, high-net-worth individuals, charitable organizations, banking or thrift institutions, insurance companies, and state or municipal government entities.
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.
Please see note in schedule d - miscellaneous
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
MI
05/04/2023 - Present
Raymond James & Associates, Inc. (KALAMAZOO MI)
MI
05/11/1998 - 09/25/1999
RONEY & CO. (DETROIT MI)
MI
11/16/1995 - 05/11/1998
RONEY & CO. L.L.C. (DETROIT MI)
IA
Issued 12/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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