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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 Chase Osborne is a financial advisor in Charlotte, North Carolina and has 2 years of experience in the industry. Benjamin Osborne is registered with Linden Thomas Advisory Services, LLC in Charlotte, North Carolina. Benjamin Osborne has passed the Series 63, Series 66, Series 7TO and SIE exams. Benjamin Osborne holds the Certified Financial Planner designation.
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.
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.
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2
NC
05/20/2024 - Present
Linden Thomas Advisory Services, LLC (CHARLOTTE NC)
NC
08/10/2021 - 05/23/2024
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BOTH
Issued 09/16/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/24/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/10/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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