AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
BR

Benjamin S. Rahman

KESTRA INVESTMENT SERVICES
Fort Worth, TX 76107
Some features on this profile are disabled
CRD#: 6866107
BR

Professional summary


Benjamin Samir Rahman, who also goes by Ben Rahman, Benjamin Rahman, Benjy Rahman, is a registered financial professional currently at KESTRA INVESTMENT SERVICES, LLC located in Fort Worth, Texas.

Benjamin is registered as a RR (Registered Representative) and started their career in finance in 2022. Benjamin has worked at 3 firms and has passed the Series 99TO, Series 7TO and SIE exams.

Question & Answer


Are you a "fiduciary"?
No

Aliases


Ben Rahman | Benjamin Rahman | Benjy Rahman

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Benjamin Samir Rahman's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

January 23, 2026 - Present

KESTRA INVESTMENT SERVICES, LLC

Office #1: 2512 Horne St Suite 200, Fort Worth, TX 76107
BD
CRD#: 42046
Fort Worth, TX
Past

January 26, 2023 - November 14, 2025

NATIONAL FINANCIAL SERVICES LLC

BD
CRD#: 13041
WESTLAKE, TX
Past

April 18, 2022 - October 20, 2022

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
WESTLAKE, TX

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


General Industry/Product Exam
RR
Series 99TO
Date: 1/26/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 7TO
Date: 4/16/2022
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm


KI
KESTRA INVESTMENT SERVICES, LLC
KESTRA INVESTMENT SERVICES, LLC | PARTNERS SECURITIES, INC. | NFP SECURITIES, INC. | NFP SECIRITIES, INC. | NFP ADVISOR SERVICES, LLC | NFP ADVISOR SERVICES

CRD#: 42046 / SEC#: , 8-49672

BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
5707 Southwest Parkway 2-125, Austin, TX 78746
Mailing Address
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735
Phone number
(844) 553-7872
Established
Texas since 09/01/2014
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

Direct owners and executive officers


NamePositionCRD#
KESTRA FINANCIAL, INCSOLE MEMBER
AMORE, JOHN VINCENTPRESIDENT5430932
CHESTER, KRISTEN LAWLESSCHIEF OPERATING OFFICER, EXECUTIVE VICE PRESIDENT6896952
KANT, VINAYCHIEF DIGITAL TECHNOLOGY OFFICER7976827
PEDLOW, MICHAEL ROSSCHIEF COMPLIANCE OFFICER, EXECUTIVE VICE PRESIDENT4871563
POER, JAMES LYNNCHIEF EXECUTIVE OFFICER1983357
SCHOENBECK, MARK PAULEXECUTIVE VICE PRESIDENT2625829
YIN, YINCONTROLLER3219513
ZEGERS, SCOTT MATTHEWCHIEF FINANCIAL OFFICER4831659

Disclosures


Regulatory Event14
Arbitration2

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046Fort Worth, TX 76107

TRUST BUT VERIFY

Monitor Benjamin Rahman

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Sean Ryan Leonard
Sean LeonardAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
Hurst, TX
James Cliffton Moore
James MooreAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Ft Worth, TX
Robert Wesley Shannon
Robert ShannonAdvisorCheck Check Mark
BRAZOS WEALTH ADVISORS LLC
IAR
FORT WORTH, TX
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.