Benjamin Wels

Independent Branch Leader and Financial Consultant

+1 952-324-7000

Financial credentials

  • Series 7, 9, 10, 24, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

18 years of professional experience

  • Independent Branch Leader and Financial Consultant, Charles Schwab, 2022-present
  • Market Leader, Fidelity Investments, 2013-2020
  • Branch Manager, TD Ameritrade, 2009-2013
  • Regional Vice President, Ameriprise Financial, 2006-2009
  • Regional Sales Director, Epicor Software, 2004-2006
  • Financial Advisor, American Express Financial Advisors, 2003-2004

Education

  • BS, Business Finance, University of Minnesota Twin Cities

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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