Unclaimed
Benjamin Harrison is a financial advisor with Vanguard Advisers, Inc. Benjamin has been in the financial services industry since July 2016 and holds Series 63 and Series 65 licenses as well as Series 7 and SIE licenses. Benjamin works out of the Malvern, Pennsylvania branch office of Vanguard Advisers, Inc. Benjamin specializes in working with high-net-worth individuals, insurance companies, charitable organizations, pension and profit-sharing plans, corporations, and other businesses, as well as pooled investment vehicles. Benjamin and Vanguard Advisers, Inc. provide financial planning and portfolio management services. Benjamin is also an employee of The Vanguard Group, Inc.
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
PA
10/11/2018 - Present
Vanguard Advisers, Inc. (MALVERN PA)
IA
Issued 10/05/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/14/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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