Unclaimed
Benjamin Joseph Persyn is an investment advisor representative registered in Nevada. Benjamin has been in the financial services industry for over 16 years and is currently employed by Encompass More Asset Management LLC. Benjamin has a Series 65 license and is also a licensed insurance agent. Benjamin has experience working with individuals and high-net-worth individuals. Encompass More Asset Management LLC provides investment advice and portfolio management services to a variety of clients, including high-net-worth individuals. Encompass More Asset Management LLC is headquartered in Danville, California.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
03/15/2024 - Present
Encompass More Asset Management LLC (DANVILLE CA)
IA
Issued 03/13/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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