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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Fuchs is a financial advisor registered in five states: Connecticut, Florida, Massachusetts, New Jersey, and Rhode Island. Benjamin is a Certified Financial Planner and specializes in retirement planning, college savings, insurance, and estate planning. Benjamin has been in the financial industry for over nine years. Currently, Benjamin is a registered representative of Foundations Investment Advisors LLC, a registered investment advisor with over $6.7 billion in assets under management.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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CT
05/12/2022 - Present
Foundations Investment Advisors LLC (West Hartford CT)
CT
10/04/2013 - 04/25/2017
SILVER OAK SECURITIES, INCORPORATED (WETHERSFIELD CT)
WI
02/01/2013 - 09/19/2013
SENTRY EQUITY SERVICES, INC. (STEVENS POINT WI)
IA
Issued 08/14/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/18/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/25/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2013
Series 7 - General Securities Representative Examination
BC
Issued 01/31/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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