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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 Cooper is a registered Investment Advisor Representative with Watts Gwilliam & Company, LLC in GILBERT, AZ. Benjamin has been active in the financial services industry since 2016 and has a Series 65 license. Benjamin Cooper is a member of Cooper Development Strategies, LLC, Cooper Holdings, LLC, Funchal Holdings, LLC, V-III Partners, LLC, and Vista Partners AK, LLC, which all manage real estate investments. Watts Gwilliam & Company, LLC provides financial planning, portfolio management, and selection of other advisors to individuals, high net worth individuals, pooled investment vehicles, corporations or other businesses, and charitable organizations.
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.
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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AZ
01/23/2024 - Present
Watts Gwilliam & Company, LLC (GILBERT AZ)
IA
Issued 11/14/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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