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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 Polk is a registered investment advisor representative associated with AllianceBernstein LP. Benjamin David Polk is also registered with the state of Washington. Benjamin David Polk has passed the Series 7TO, Series 63 and SIE exams. Benjamin David Polk has worked in the financial services industry since January 2016 and has experience in both the sports and academic worlds. Benjamin David Polk has previous experience with Portland Timbers, Orlando City SC, and Syracuse University. Benjamin David Polk is currently associated with AllianceBernstein LP in Seattle, WA.
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.
Strategic management for diversified investment portfolios.
Asset allocation
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
01/30/2025 - Present
Alliancebernstein LP (Corte Madera CA)
BC
Issued 02/07/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/13/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/23/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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