Unclaimed
Benjamin Franklin Dehoog is an investment advisor representative with Fidelity Personal AND Workplace Advisors. Benjamin has been in the industry since 2014 and has a total of 29 state registrations, 2 state IA registrations, and 2 SRO registrations. Benjamin holds the following licenses: Series 66, Series 63, Series 7, and SIE. Benjamin is registered to provide advisory services in 31 states. The firm provides advisory services to individuals, businesses and high-net-worth individuals. The firm has an approximate total of $818.78 billion in assets under management.
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.
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.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
BOTH
Issued 12/01/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/27/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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