Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Anthony Wasson is a financial advisor who has been in the industry since 2019. He is currently registered as a Registered Representative with Unique Wealth, LLC. Benjamin has a Series 7TO, Series 66 and SIE licenses. He is also a Certified Financial Planner. His areas of specialization include retirement planning and estate planning. Benjamin has experience working with individuals, high-net-worth individuals, corporations, and pension plans. He is committed to providing his clients with personalized financial advice that meets their unique needs.
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.
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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FL
11/25/2024 - Present
Unique Wealth, LLC (CLEARWATER FL)
BOTH
Issued 11/22/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/06/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/21/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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