Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Bateman is a financial advisor with Arkadios Wealth Advisors. Benjamin has been working in the financial industry since 2015. Benjamin holds the Series 7TO, Series 63, and Series 65 licenses, and is registered with the state of Delaware. Benjamin specializes in portfolio management for individuals and financial planning. Benjamin is also a member of Bateman Enterprises LLC.
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.
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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DE
05/05/2021 - Present
Arkadios Wealth Advisors (Rehoboth Beach DE)
DE
12/20/2019 - 05/11/2021
LINCOLN FINANCIAL ADVISORS CORPORATION (Rehoboth Beach DE)
BC
Issued 05/22/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/18/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/29/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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