Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Eichman is an investment advisor representative associated with Oaktree Advisors LLC and has been in the industry since September 22, 2014. Benjamin is registered with the state of Pennsylvania for both securities and investment advisory services and holds Series 7 and Series 63 licenses. Benjamin is also licensed to sell life and fixed, variable life and annuity insurance. Benjamin has prior experience at J.P. Morgan Securities LLC and JPMorgan Chase Bank NA.
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.
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.
A percentage of the total value of assets under management is charged.
Trust services
1
2
PA
01/01/2016 - Present
Oaktree Advisors LLC (COOPERSBURG PA)
DE
09/05/2014 - 08/20/2015
J.P. MORGAN SECURITIES LLC (NEWARK DE)
IA
Issued 12/29/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/17/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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