Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Adam Linser is a financial advisor who has been in the industry since 2000. Benjamin is currently registered with Family Wealth Advisory Group, LLC in Ohio. Benjamin is also registered as an Investment Advisor Representative in Ohio. Benjamin holds the Series 63, 66, 7, 9 and 10 licenses. Benjamin is also a Certified Financial Planner. Prior to joining Family Wealth Advisory Group, LLC, Benjamin worked with Fidelity Brokerage Services LLC.
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.
Personalized portfolio management to meet individual financial objectives.
Matters not involving securities
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
OH
10/20/2017 - Present
Family Wealth Advisory Group, LLC (CINCINNATI OH)
KY
08/09/2004 - 07/25/2017
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
IA
01/02/2004 - 06/23/2004
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
RI
11/16/2000 - 03/20/2003
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
MN
01/12/2000 - 09/26/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/12/2000 - 09/26/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 05/05/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/07/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/25/2017
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Benjamin Linser is the right advisor for you? Invested Better is here to help.
