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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 Norwood is an investment advisor representative with Captrust in GREENVILLE, SC. Benjamin has been in the industry for over 20 years, working with a variety of clients, including individuals, families, businesses, and institutions. Benjamin has a broad range of experience in financial planning, portfolio management, and retirement planning. Benjamin is also a volunteer with the Peace Center for the Performing Arts, Montreat Conference Center, and the Community Foundation of Greenville, demonstrating a commitment to his community beyond his professional work. Benjamin is a highly experienced and knowledgeable investment advisor representative who is committed to helping his clients achieve their financial goals.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
SC
07/02/2021 - Present
Captrust (GREENVILLE SC)
SC
09/07/2007 - 05/01/2018
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (GREENVILLE SC)
SC
10/01/1999 - 09/07/2007
WACHOVIA SECURITIES, LLC (GREENVILLE SC)
NC
12/20/1993 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
IA
Issued 01/14/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/28/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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