Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin John Coffaro is a financial advisor with Mariner Wealth. Benjamin has over 7 years of experience in the financial services industry. Benjamin is a Certified Financial Planner™ professional. Benjamin is registered as an Investment Advisor Representative in Ohio. Prior to joining Mariner Wealth, Benjamin was with Putnam Retail Management Limited Partnership in Boston, MA. Benjamin focuses on financial planning, portfolio management, and pension consulting.
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.
Family office services
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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OH
07/09/2018 - Present
Mariner Wealth (CINCINNATI OH)
MA
08/04/2015 - 05/29/2018
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
IA
Issued 05/11/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/21/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/29/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2016
Series 7 - General Securities Representative Examination
BC
Issued 08/04/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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