Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Marshal Lavine is a Chartered Financial Analyst with over 17 years of experience in the financial services industry. Benjamin is an Investment Advisor Representative at Freedom Investment Management, Inc. He has a strong background in investment management, financial planning, and portfolio management. Benjamin's expertise includes a wide range of financial services, including portfolio management for individuals, businesses, and pooled investment vehicles. Benjamin also provides financial planning services to individuals and families. Benjamin is dedicated to providing clients with personalized financial advice and helping them 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.
Model provider/strategist
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.
Minimum monthly account fee
1
2
CT
12/12/2023 - Present
Freedom Investment Management, Inc. (HARTFORD CT)
Active
Inactive
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