Benjamin Smith
Investment Specialist at Kestra Investment Management- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Austin, Texas, United States, US
Skills
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Credentials
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AAMS
College for Financial Planning
Experience
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Kestra Investment Management
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United States
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Financial Services
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1 - 100 Employee
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Investment Specialist
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Jun 2022 - Present
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Charles Schwab
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United States
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Financial Services
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700 & Above Employee
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Advice Consultant
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Jul 2016 - Jun 2022
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Specialist, High Net Worth Rep
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Sep 2014 - Jul 2016
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Summer Intern
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May 2013 - Aug 2013
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Student Manager
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Sep 2011 - Mar 2012
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Education
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Tulane University
Bachelor of Science in Management (BSM), Finance, Marketing
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