Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Person is a financial advisor with over 12 years of experience in the industry. Benjamin is currently registered with Osaic Wealth, Inc. and Signature Equity Partners, LLC. Benjamin has a diverse background with prior experience at Nationwide Investment Services Corporation, PNC Investments, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Fifth Third Securities, Inc. Benjamin is licensed to conduct business in 25 states and holds a Series 7, 6, 66, and SIE licenses. Benjamin is also a Certified Financial Planner and offers financial planning, portfolio management, and pension consulting services.
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.
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
OH
06/15/2023 - Present
Osaic Wealth, Inc. (COLUMBUS OH)
OH
10/14/2013 - 07/13/2016
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
OH
02/05/2013 - 09/23/2013
PNC INVESTMENTS (COLUMBUS OH)
OH
06/14/2011 - 01/29/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (COLUMBUS OH)
OH
09/02/2010 - 05/03/2011
NATIONWIDE INVESTMENT SERVICES CORPORATION (DUBLIN OH)
OH
05/10/2010 - 08/11/2010
FIFTH THIRD SECURITIES, INC. (WORTHINGTON OH)
BOTH
Issued 06/17/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/22/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/13/2016
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2011
Series 7 - General Securities Representative Examination
BC
Issued 05/07/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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