Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ben? Claim Your ProfileBen B Eshaghi is a financial professional with over 40 years of experience in the industry. Ben is registered with Osaic Wealth, Inc. and has been with the firm since November 2018. Previously, Ben was with Signator Investors, Inc. and John Hancock Mutual Life Insurance Company. Ben has a wide range of experience and holds the Series 6, 7, 22, and 66 licenses. Ben is a Certified Financial Planner and offers financial planning services to individuals, businesses, and retirement plans. Ben has a proven track record of success in helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CA
11/02/2018 - Present
Osaic Wealth, Inc. (REDWOOD CITY CA)
CA
06/23/1982 - 11/02/2018
SIGNATOR INVESTORS, INC. (SAN MATEO CA)
MA
06/23/1982 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
NA
06/03/1981 - 05/11/1982
WADDELL & REED, INC.
BOTH
Issued 06/07/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/1991
Series 7 - General Securities Representative Examination
BC
Issued 02/22/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/01/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Ben Eshaghi is the right advisor for you? Invested Better is here to help.
