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Benjamin Conteh is an Investment Advisor Representative at Bargeld Financial, LLC. He has experience in the financial industry and holds a Series 66 license. Benjamin is also a registered investment advisor in the state of Pennsylvania. Benjamin is committed to providing comprehensive financial planning and investment management services to individuals and businesses. He has a strong background in project evaluation and stress testing, which he leverages to provide clients with insightful financial advice. Benjamin is also experienced in selecting other financial advisors, ensuring clients have access to the best resources available. Benjamin earned a dual Bachelor of Arts (degree) in International Relations and German Studies from Stanford University in 2012, and completed his MBA in Finance, Strategy and Management, at Emory University’s Goizueta Business School, in 2022. Benjamin has eight years of full-time work experience, with the bulk of his experience being in People Operations, educational staffing, employee management and program management. Education and Certification MBA, Finance, Strategy and Management, Emory University’s Goizueta Business School BA, International Relations and German Studies, Stanford University FINRA SIE, Series 7TO and Series 66 Licenses PA domestic insurance producer license
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Project evaluation and stress testing
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.
A percentage of the total value of assets under management is charged.
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PA
03/11/2024 - Present
Bargeld Financial (MEDIA PA)
MO
10/10/2022 - 01/31/2023
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 01/23/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/08/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/14/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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