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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Bulchik is an Investment Advisor Representative at Cambridge Investment Research Advisors, Inc. in Richfield, OH. Benjamin has been working in the industry since 2019 and has experience providing investment advice to a wide range of clients, including high-net-worth individuals, families, and small businesses. Benjamin is committed to helping his clients achieve their financial goals through a personalized approach that considers their individual needs and risk tolerance. Benjamin holds Series 7TO, SIE, and Series 66 securities licenses. He is also a registered representative with Cambridge Investment Research Advisors, Inc. and is a member of the Financial Industry Regulatory Authority (FINRA).
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
OH
06/09/2022 - Present
Cambridge Investment Research Advisors, Inc. (Richfield OH)
BOTH
Issued 05/12/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/10/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/30/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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