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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 Joseph Kimla is an investment advisor representative associated with Oneseven. Benjamin Joseph Kimla has been in the industry since June 2012 and has been with Oneseven since January 2021. The firm has offices in Beachwood, OH and Godley, TX. Benjamin Joseph Kimla holds a Series 65 license and is registered as an investment advisor in Texas. Benjamin Joseph Kimla has specializations in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals.
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.
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.
Solicitors' fees for referrals to other money managers
1
2
OH
01/14/2021 - Present
Oneseven (BEACHWOOD OH)
IA
Issued 11/27/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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