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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 Haag Slater is an Investment Advisor Representative with Buckingham Strategic Partners, LLC, based in Denver, Colorado. Benjamin has been in the financial services industry since March 2007. Slater specializes in providing financial planning, investment management, and pension consulting services to individuals, families, businesses, and non-profit organizations. Benjamin has a strong track record of helping clients achieve their financial goals.
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.
Strategic management for diversified investment portfolios.
Turnkey asset management provider
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.
Fee sharing with independent registered investment advisors
1
2
CO
06/28/2022 - Present
Buckingham Strategic Partners, LLC (DENVER CO)
CA
07/21/2014 - 10/29/2018
LORING WARD SECURITIES INC. (SAN JOSE CA)
CO
04/01/2013 - 07/17/2014
NATIONAL PLANNING CORPORATION (DENVER CO)
CO
05/28/2010 - 04/02/2013
CURIAN CLEARING, LLC (DENVER CO)
CO
03/02/2007 - 05/25/2010
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (DENVER CO)
IA
Issued 02/09/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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