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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 Covar is a financial advisor with over 15 years of experience in the industry. He currently works with Perigon Wealth Management, LLC and is registered in 46 states as well as with the Financial Industry Regulatory Authority (FINRA). Benjamin has a diverse background working with clients including high-net-worth individuals, individuals, corporations, charitable organizations, and pension plans. Benjamin holds a Series 6, 7, 63, and 65 license as well as the Securities Industry Essentials (SIE) exam. He is also a Chartered Financial Analyst (CFA).
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.
1
2
SC
01/16/2025 - Present
Perigon Wealth Management, LLC (West Columbia SC)
GA
06/01/2009 - 07/22/2010
MORGAN STANLEY SMITH BARNEY (AUGUSTA GA)
GA
10/20/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (AUGUSTA GA)
SC
07/18/2006 - 10/02/2008
WACHOVIA SECURITIES, LLC (EDGEFIELD SC)
IA
Issued 01/22/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/20/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2008
Series 7 - General Securities Representative Examination
BC
Issued 07/17/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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