Unclaimed
Ben Verchick is an investment advisor representative currently registered with LPL Financial LLC in Ohio. Ben Verchick has been in the securities industry since October 2024, according to their profile on the SEC's website. They are also a registered representative with OSAIC FA, INC., Dougherty & Associates, Mariner Wealth Advisor, Key Bank, Lifetime Fitness, Edible Arrangements, and Jimmy Johns. Ben Verchick has passed the Uniform Securities Agent State Law Examination and the Uniform Investment Adviser Law Examination.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
OH
10/21/2024 - Present
LPL Financial LLC (CINCINNATI OH)
Active
Inactive
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