Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Michael Allen is an investment advisor representative. Benjamin is currently registered with Whitaker-Myers Wealth Managers, Ltd. and is registered with the state of Ohio. Benjamin is also registered in Texas and works in the Mansfield and Dublin offices. Benjamin has been in the financial services industry for over 10 years. Benjamin has Series 65 certification. Whitaker-Myers Wealth Managers, Ltd. provides financial planning services, pension consulting services, and portfolio management for individuals.
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.
Personalized portfolio management to meet individual financial objectives.
Estate planning, bill pay 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.
Selection of other advisers fees
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OH
11/29/2024 - Present
Whitaker-Myers Wealth Managers, Ltd. (MANSFIELD OH)
IA
Issued 09/09/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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