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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 Ian Stein is an Investment Advisor Representative with IMA Advisory Services, Inc., a firm that provides investment advisory services to individuals, families, and businesses. Benjamin Stein has been working in the financial services industry since 2017 and has a strong background in investment management, financial planning, and retirement planning. Benjamin Stein holds the Series 66, 7, and SIE licenses. Benjamin Stein is committed to providing his clients with personalized financial advice that is tailored to their specific needs and goals. He believes in building long-term relationships with his clients and is dedicated to helping them achieve financial success.
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.
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.
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2
CO
09/19/2022 - Present
IMA Advisory Services, Inc. (Denver CO)
CO
09/19/2022 - 12/15/2023
IMA WEALTH (DENVER CO)
MA
03/04/2019 - 09/02/2022
ROYAL ALLIANCE ASSOCIATES, INC. (WAYLAND MA)
NJ
10/13/2017 - 06/18/2018
AXA ADVISORS, LLC (SADDLE BROOK, NJ)
BOTH
Issued 11/08/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/18/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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