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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 Ki Park is an Investment Advisor Representative with Hirtle, Callaghan & Co., LLC, a firm with 45 Investment Advisor Representatives. Benjamin Park is active in Arizona and Pennsylvania. Benjamin Park has a background in financial services, with experience at Wells Fargo Advisors, LLC, Wells Fargo Investments, LLC, Investment Financial Corporation, Investment Centers of America, Inc., SII Investments, Inc., and National Planning Corporation. Benjamin Park holds the Series 3, 4, 7, 24, 30, 53, and 66 securities licenses, and is also a Chartered Financial Analyst.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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PA
07/23/2021 - Present
Hirtle, Callaghan & CO., LLC (WEST CONSHOHOCKEN PA)
CA
01/03/2011 - 09/24/2012
WELLS FARGO ADVISORS, LLC (LOS ANGELES CA)
CA
11/18/2010 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
WI
02/09/2009 - 04/01/2010
INVEST FINANCIAL CORPORATION (APPLETON WI)
WI
02/09/2009 - 04/01/2010
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
WI
02/09/2009 - 04/01/2010
SII INVESTMENTS, INC. (APPLETON WI)
CA
07/06/2006 - 03/19/2010
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
CA
03/30/2005 - 04/04/2006
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
BOTH
Issued 04/08/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/21/2021
Series 30 - NFA Branch Manager Examination
BC
Issued 12/07/2007
Series 4 - Registered Options Principal Examination
BC
Issued 12/05/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/31/2006
Series 24 - General Securities Principal Examination
BC
Issued 07/05/2021
Series 3 - National Commodity Futures Examination
BC
Issued 04/02/2021
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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