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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 Weaver is a financial advisor in BOSTON, MA. Benjamin is a Registered Representative and Investment Advisor Representative with Fidelity Personal and Workplace Advisors. Benjamin has been in the industry since 2005 and has a combined 26 state licenses and 3 IA state licenses. Benjamin holds Series 7, 24, 53, and 66 licenses. Benjamin is also a Registered Principal and has a SIE designation. Benjamin specializes in Retirement Planning, College Savings, and Estate Planning.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
NY
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BROOKLYN NY)
IL
10/15/2007 - 10/28/2008
DRIEHAUS SECURITIES LLC (CHICAGO IL)
OH
12/08/2005 - 10/12/2007
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
BOTH
Issued 02/14/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/15/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/22/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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