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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 Lacomis is an investment advisor representative associated with SLP Wealth. Benjamin is based in Durham, North Carolina. Benjamin has been in the industry for a number of years. Benjamin holds Series 6, 7TO, and 63 licenses. Benjamin also holds a Series 65 license and is registered as an investment advisor representative in Pennsylvania and Texas. Benjamin has experience working at HORNOR, TOWNSEND, & KENT LLC, MML INVESTORS SERVICES, LLC and Axias Wealth Advisors, LLC. Benjamin is an experienced financial planner who offers a variety of services including financial planning, portfolio management, and selection of other advisors.
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.
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.
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2
PA
01/03/2024 - Present
SLP Wealth (Pittsburgh PA)
PA
05/05/2022 - 09/01/2022
HORNOR, TOWNSEND & KENT, LLC (PITTSBURGH PA)
PA
08/01/2017 - 02/04/2022
MML INVESTORS SERVICES, LLC (PITTSBURGH PA)
IA
Issued 03/26/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/13/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/21/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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