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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 English is a financial advisor who has been working in the industry since 2015. He is currently registered with the state of California and has a Series 6, Series 7, Series 63, and Series 65 licenses. Benjamin English works at United Capital Financial Advisors, and previously worked at Wells Fargo Clearing Services, LLC and Goldman Sachs Personal Financial Management. He specializes in helping individuals, families, and businesses with their financial planning needs. Benjamin English provides a variety of services including portfolio management, financial planning, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Sub-adviser for other investment advisers
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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CA
01/02/2025 - Present
United Capital Financial Advisors (Palm Desert CA)
CA
08/22/2022 - 11/16/2023
GOLDMAN SACHS & CO. LLC (PALM DESERT CA)
CA
06/06/2016 - 08/17/2021
WELLS FARGO CLEARING SERVICES, LLC (FOUNTAIN VALLEY CA)
IA
Issued 08/19/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/15/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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