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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 David Kille is a financial advisor associated with Wealthspire Advisors. Benjamin has over 20 years of experience in the financial services industry. Benjamin holds the Series 7, 63, and 24 licenses and is a Certified Financial Planner. Benjamin has worked at several firms including NFP Securities, Inc. and Lincoln Financial Advisors Corporation. Wealthspire Advisors is an investment advisory firm that has been in business for over 15 years. The firm manages over $21 Billion in assets. The firm provides financial planning and portfolio management services to individuals, families, businesses, and non-profit organizations. Wealthspire Advisors has a strong focus on serving high-net-worth individuals.
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.
Helps you choose top advisors aligned with your financial goals.
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
CT
09/20/2022 - Present
Wealthspire Advisors (West Hartford CT)
CT
06/04/2003 - 03/31/2016
NFP ADVISOR SERVICES, LLC (WEST HARTFORD CT)
IN
05/11/2000 - 06/09/2003
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
06/01/1998 - 06/09/2003
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
PA
08/18/1986 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
NA
02/21/1985 - 08/05/1986
HAMILTON GROUP SECURITIES, INC.
IA
Issued 04/07/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/25/1993
Series 24 - General Securities Principal Examination
BC
Issued 03/31/2016
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
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