Securities America Advisors, Inc
About this Advisor
Benjamin Siedlik is an advisor whose office is in La Vista, Nebraska. Currently a registered investment advisor at Securities America Advisors, Inc, they have accrued 11 years of work experience. Siedlik maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Siedlik is able to advise clients in Nebraska. During their career, the advisor has held roles at Securities America Inc and First Data Resources. Securities America Advisors, Inc is headquartered in La Vista, Nebraska, and operates out of 1,271 additional locations across the United States. Overall, Securities America Advisors, Inc oversees $29 billion in assets throughout 184,356 client accounts and employs more than 1,989 people. The level of assets currently under the firm's management makes it one of the biggest investment advisory firms in the nation. The firm manages 127,618 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 15% of the firm's clients are high-net-worth individuals, meaning they have greater than $1 million in assets. Securities America Advisors, Inc provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. The firm may charge clients asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
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Securities America Advisors, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Benjamin Siedlik Work History
Benjamin has 11 years of experience.
Securities America Inc
First Data Resources
Benjamin Siedlik has no disclosures.
Please visit their SEC profile for more details.
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