Benjamin
Petersen

Fsc Securities Corporation

CRD#6239408
Investment Advisor
in Bend, OR

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About this Advisor

Benjamin Petersen is a financial advisor who works out of Bend, Oregon, who has 6 years of industry experience. Petersen is an advisor for Fsc Securities Corporation. The advisor has gained experience at Morgan Stanley, Enterprise Holdings, Morgan Stanley Private Bank, National Association and Fsc Securities Corp. Petersen holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Arizona, California, Colorado, Oregon and Washington. Fsc Securities Corporation is a registered investment firm that has its headquarters in Atlanta, GA. It has offices in 334 locations and a total of 2,174 advisors. It manages $12 billion in assets among its 52,792 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm serves 94 charitable organizations. Of its 52,792 client accounts, just 14% belong to high-net-worth clients who have greater than $1 million in assets. The firm performs a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial advisory fee schedules typically are based on which service is provided. Fees billed by Fsc Securities Corporation most likely are comprised of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

6 years

Services Offered

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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

604 Nw Harriman St Suite A
Bend, OR 97703

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Fsc Securities Corporation Brokerage Details

Total Assets Under Management

$11,745,651,239

OR Average: $3,570,121,308
Total Number of Employees

2,174

OR Average: 58
Total Number of Accounts

52,792

OR Average: 1,608
Average Account Size

$222,489

OR Average: $2,220,225

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
  • Educational seminars/workshops

Benjamin Petersen Work History

Benjamin has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Fsc Securities Corp

2015 - 2017 (2 years)

Morgan Stanley Private Bank, National Association

2013 - 2017 (4 years)

Morgan Stanley

2011 - 2013 (2 years)

Enterprise Holdings

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Benjamin Petersen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Fsc Securities Corporation

Mark Brower
Atlanta, GA
Paul Klimkowski
Langhorne, PA
Philip Moston
Thousand Oaks, CA
Judith Plain
Pittsford, NY
Deepa Gibbons
Atlanta, GA
Daniel Stith
Oklahoma City, OK
William Howard
Marietta, GA
Cynthia Pelosi
Atlanta, GA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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