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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 Eric Rathfon is a financial advisor who has been active in the industry since June 19, 2011. Benjamin has a wide range of experience working with individuals, businesses, and retirement plans. Currently, Benjamin is a registered representative with Global Retirement Partners LLC. Benjamin is registered to offer investment advisory services in multiple states including Florida, Pennsylvania, Ohio, Texas, and West Virginia. Previously, Benjamin has held positions at PNC Investments, Waddell & Reed, Inc., Morgan Stanley Smith Barney, Hefren-Tillotson, Inc., and MetLife Securities Inc. Benjamin holds Series 6, 7, 63, and 65 licenses and the SIE certification.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
1
2
PA
04/04/2017 - Present
Global Retirement Partners LLC (Pittsburgh PA)
PA
07/16/2013 - 09/08/2015
PNC INVESTMENTS (PITTSBURGH PA)
PA
10/03/2011 - 08/16/2012
WADDELL & REED, INC. (PITTSBURGH PA)
PA
10/13/2010 - 07/07/2011
MORGAN STANLEY SMITH BARNEY (PITTSBURG PA)
PA
12/11/2009 - 08/24/2010
HEFREN-TILLOTSON, INC. (WEXFORD PA)
PA
05/19/2009 - 10/21/2009
METLIFE SECURITIES INC. (PITTSBURGH PA)
IA
Issued 01/11/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2010
Series 7 - General Securities Representative Examination
BC
Issued 05/18/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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