Unclaimed
Benjamin Bartolome is an Investment Advisor Representative at Walkthrough, a firm based in Vienna, VA. Benjamin has been in the industry since 2016. Benjamin's firm is a registered Investment Advisor and provides financial planning and portfolio management services for individuals. Walkthrough has been in business since 2021.
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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VA
07/10/2023 - Present
Walkthrough (Vienna VA)
IA
Issued 11/11/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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