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Benjamin Harding is a registered investment advisor representative with Eagle Strategies LLC, a firm based in New York, NY. Benjamin has been in the industry since 2002 and is licensed in 18 states. He has a wide range of experience working with a variety of clients, including individuals, high-net-worth individuals, charitable organizations, corporations, and businesses. Benjamin specializes in investment advisory services such as financial planning, portfolio management, educational seminars, and the selection of other advisors. Benjamin is also a board member of Maine Huts & Trails, a non-profit organization that maintains hiking, skiing, and biking trails and huts in the western Maine mountains. He is also the Chair for the Practice Management Committee of Top of The Table division of MDRT.
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.
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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2
MA
04/11/2007 - Present
Eagle Strategies LLC (BURLINGTON MA)
IA
Issued 3/26/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/20/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/13/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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