Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Monroe Dourte is a financial advisor who has been in the industry since 1998. Benjamin is currently registered with Vanguard Advisers, Inc. and is a Certified Financial Planner. Benjamin has previously worked at APW CAPITAL, INC., EMERGING GROWTH EQUITIES, LTD., SEI INVESTMENTS DISTRIBUTION CO., and PIMCO FUNDS DISTRIBUTORS LLC. Benjamin holds the Series 6, 7, 63, and 65 licenses. Benjamin is also a licensed insurance agent.
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.
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.
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.
1
2
PA
10/08/2018 - Present
Vanguard Advisers, Inc. (Malvern PA)
PA
12/02/2008 - 09/14/2018
APW CAPITAL, INC. (WEST CONSHOHOCKEN PA)
PA
02/27/2007 - 12/31/2008
EMERGING GROWTH EQUITIES, LTD. (BRYN MAWR PA)
PA
04/07/1999 - 12/12/2005
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
NY
05/08/1998 - 03/04/1999
PIMCO FUNDS DISTRIBUTORS LLC (NEW YORK NY)
IA
Issued 11/08/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/18/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/14/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1998
Series 7 - General Securities Representative Examination
BC
Issued 05/07/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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