Unclaimed
Benjamin Kemp is a financial professional with experience in the financial services industry. Benjamin is registered with Columbia Management Investment Advisers, LLC in Massachusetts as an Investment Adviser Representative. Benjamin has been in the industry since December 2021 and holds the following licenses: Series 63, Series 65, Series 7TO, and SIE. Prior to joining Columbia Management Investment Advisers, LLC, Benjamin was associated with Fidelity Brokerage Services LLC. Benjamin specializes in asset allocation, credit analysis, and asset liability management.
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.
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.
Strategic management for diversified investment portfolios.
Asset liability management, credit analysis & asset allocation svcs
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MA
06/08/2022 - Present
Columbia Management Investment Advisers, LLC (BOSTON MA)
NH
11/23/2021 - 03/21/2022
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
IA
Issued 05/25/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/03/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/23/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/15/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Benjamin Kemp is the right advisor for you? Invested Better is here to help.