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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 James Foreman is a financial advisor with over 15 years of experience in the financial services industry. Benjamin is currently registered with Fidelity Personal AND Workplace Advisors. Benjamin has been with Fidelity Personal AND Workplace Advisors since 2018. Previously, Benjamin worked at Capital Brokerage Corporation and Wachovia Securities, LLC. Benjamin holds the Series 66, Series 10, Series 9, SIE, and Series 7 securities licenses. Benjamin is a Certified Financial Planner. Benjamin's professional experience includes providing financial planning, portfolio management, and investment advisory services to a wide range of clients, including individuals, families, businesses, and retirement plans.
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.
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2
MA
01/11/2024 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
VA
11/17/2008 - 07/07/2009
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
CA
10/04/2007 - 10/23/2008
WACHOVIA SECURITIES, LLC (WOODLAND HILLS CA)
BOTH
Issued 10/29/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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