Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Musson is an investment advisor representative at Destination Wealth Management, registered with the state of California. Benjamin has been in the industry since February 2003, with previous experience at Charles Schwab & Co., Inc. He is a Series 66 and Series 7 licensed professional. Destination Wealth Management is a Registered Investment Advisor with offices in Walnut Creek, California. They manage a variety of client types including individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans and other investment advisors.
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.
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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CA
09/18/2008 - Present
Destination Wealth Management (WALNUT CREEK CA)
CA
02/24/2003 - 03/14/2008
CHARLES SCHWAB & CO., INC. (LOS GATOS CA)
BOTH
Issued 06/20/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/21/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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