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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 Clark is an investment advisor representative who has been in the industry since 1995. Benjamin has worked for various firms over the years, including McDonald Investments Inc., Key Investments Inc., Forum Financial Services, Inc., Fidelity Brokerage Services, Inc., and UBS Financial Services Inc. Benjamin is currently registered with the state of Maine and is an Investment Advisor Representative at Headinvest, a firm headquartered in Portland, Maine. Benjamin focuses on providing financial planning services, selecting other advisors, portfolio management for individuals and businesses, and providing portfolio management for investment companies.
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.
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
ME
07/17/2018 - Present
Headinvest (PORTLAND ME)
ME
02/09/2007 - 01/18/2018
UBS FINANCIAL SERVICES INC. (PORTLAND ME)
ME
05/14/1999 - 02/09/2007
MCDONALD INVESTMENTS INC. (PORTLAND ME)
OH
07/09/1998 - 05/14/1999
KEY INVESTMENTS INC. (CLEVELAND OH)
ME
05/20/1996 - 07/10/1998
FORUM FINANCIAL SERVICES, INC. (PORTLAND ME)
RI
10/31/1995 - 01/18/1996
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BOTH
Issued 09/30/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/29/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/18/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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