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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 Birken is a financial advisor with Pisces Financial Advisors, LLC. Benjamin has been in the industry since July 2009. Benjamin is registered in North Carolina as an Investment Advisor Representative. He holds the Series 65 exam and is a Certified Financial Planner. Pisces Financial Advisors, LLC, is a financial advisory firm based in Chapel Hill, North Carolina. The firm provides financial planning, portfolio management for individuals and advisory services to individuals and 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.
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.
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NC
04/19/2021 - Present
Pisces Financial Advisors, LLC (CHAPEL HILL NC)
IA
Issued 09/02/2008
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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