Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Lewis Buri is an Investment Advisor Representative with TFO Family Office Partners based in Phoenix, Arizona. Benjamin is a Series 65 licensed advisor, having passed the Uniform Investment Adviser Law Examination on November 15, 2023. He has been in the financial services industry for over 10 years and is dedicated to providing comprehensive financial planning and advisory services to individuals, families, and charitable organizations. Benjamin has a strong background in financial management and holds a specializations in various areas, such as 1, 2, 3, 4, 5, and 6. Benjamin is passionate about helping clients achieve their financial goals and believes in building long-term relationships.
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.
Family office services & financial consulting services
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.
Percentage of net worth
1
2
AZ
11/27/2023 - Present
TFO Family Office Partners (PHOENIX AZ)
IA
Issued 11/15/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/15/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
Not sure Benjamin Buri is the right advisor for you? Invested Better is here to help.
