Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Brason is a financial advisor registered with Florida Financial Advisors, LLC and Trinity Wealth Securities, LLC. Benjamin holds the Series 65 and 63 licenses as well as the SIE exam certification. Benjamin has been in the industry since 2022. Benjamin offers financial planning and portfolio management services for individuals and businesses. Benjamin is also licensed to sell fixed insurance products.
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.
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.
2% of net worth or assets for financial planning clients
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2
PA
07/18/2023 - Present
Florida Financial Advisors, LLC (Philadelphia PA)
BC
Issued 03/16/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/25/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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