Unclaimed
Benjamin Bliss is a financial professional with over 10 years of experience in the financial services industry. Benjamin is a registered Investment Advisor Representative and holds Series 6, Series 65, and SIE licenses. Benjamin is currently employed with GWN Securities Inc. and provides financial advisory services to individuals and businesses. Benjamin also holds an insurance license and is a firefighter/EMT.
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.
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.
In lieu of hourly fee, ia can charge a flat fee
1
2
FL
09/11/2018 - Present
GWN Securities Inc. (PALM BEACH GARDENS FL)
IA
Issued 09/10/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Benjamin Bliss is the right advisor for you? Invested Better is here to help.