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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 Michael Petrie is an investment advisor representative associated with J.P. Morgan Investment Management Inc. Benjamin Petrie has been in the securities industry since May 1, 2002 and has a history of working with clients in the areas of pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, portfolio management for individuals, portfolio management for investment companies, and portfolio management for pooled investment vehicles. Benjamin Petrie has a license to operate in Texas.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
09/15/2020 - Present
J.p. Morgan Investment Management Inc. (NEW YORK NY)
OH
05/01/2002 - 05/07/2004
ONE GROUP DEALER SERVICES, INC. (COLUMBUS OH)
IA
Issued 09/21/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/17/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/10/2003
Series 7 - General Securities Representative Examination
BC
Issued 04/30/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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