Unclaimed
Benjamin Andrew Sithens is an investment advisor representative (IAR) with Sageview Advisory Group, LLC. Benjamin has been in the financial services industry since 2000. He has worked for several financial institutions, including LPL Financial LLC, ING Financial Advisers, LLC, Jackson National Life Distributors LLC, Valubond Securities, Inc., and E*TRADE Securities LLC. Benjamin holds the Series 63, 65, 53 and 7 securities 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.
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
GA
04/24/2024 - Present
Sageview Advisory Group, LLC (Alpharetta GA)
GA
06/10/2010 - 07/25/2017
LPL FINANCIAL LLC (ALPHARETTA GA)
GA
04/03/2007 - 05/26/2010
ING FINANCIAL ADVISERS, LLC (ATLANTA GA)
GA
07/18/2006 - 03/01/2007
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (ATLANTA GA)
GA
01/02/2003 - 09/12/2005
VALUBOND SECURITIES, INC. (ATLANTA GA)
NJ
08/17/2000 - 01/13/2003
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
IA
Issued 01/13/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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