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Benjamin Kujawa is a registered investment advisor representative with Eagle Strategies LLC. Benjamin has been in the financial services industry since 2013. Benjamin has a Series 6, Series 7, Series 24, and Series 63 licenses. Benjamin holds a SIE license, in addition to being licensed as a securities agent in Maryland and Pennsylvania. Benjamin has experience working with high net worth individuals, individuals other than high net worth, corporations or other businesses, and charitable organizations. Benjamin also works with investment companies, insurance companies, pooled investment vehicles, pension and profit sharing plans, and banking or thrift institutions. Benjamin offers financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for individuals. Benjamin has a strong track record of success in helping clients achieve their financial goals.
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
MD
07/11/2023 - Present
Eagle Strategies LLC (TIMONIUM MD)
IA
Issued 07/07/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/13/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2016
Series 7 - General Securities Representative Examination
BC
Issued 04/26/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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