Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Blake Westerterp is a financial advisor with Avantax Advisory Services located in Austin, TX. Benjamin has been in the financial services industry since 1993. He is a Certified Financial Planner and holds Series 63, 7 and SIE licenses. Benjamin is registered to offer securities and advisory services in California, Colorado, Georgia, and Texas. In addition to his work at Avantax Advisory Services, Benjamin also operates B. Blake Westerterp, CPA, CFP, preparing individual and business tax returns. Benjamin also sells life insurance through Avantax Insurance Agency and/or Avantax Insurance Services, and also sells individual and group health insurance plans. Benjamin has worked at 1st Global Advisors, Inc., 1st Global Capital Corp., Avantax Insurance Services, Inc. and Avantax Investment Services, Inc. Benjamin is a Registered Representative of Avantax Investment Services, Inc. and an Investment Advisor Representative of Avantax Advisory Services.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
10/25/2019 - Present
Avantax Advisory Services (AUSTIN TX)
TX
10/14/1993 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (AUSTIN TX)
BC
Issued 10/19/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Benjamin Westerterp is the right advisor for you? Invested Better is here to help.
