Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benedikt? Claim Your ProfileBenedikt Haid is a financial advisor who specializes in providing financial planning and portfolio management services. Benedikt is a registered representative of Sofi Wealth LLC and holds Series 63, 65, 7TO, 99TO, and SIE licenses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
05/07/2024 - Present
Sofi Wealth LLC (SAN FRANCISCO CA)
FL
01/18/2023 - 04/16/2024
CANTOR FITZGERALD & CO. (Jacksonville FL)
BC
Issued 03/06/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/25/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/19/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/18/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/19/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Benedikt Haid is the right advisor for you? Invested Better is here to help.
