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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 Haas is a financial advisor who provides financial advice to individuals and families. Benjamin has been in the financial services industry for over 15 years. Benjamin holds the Series 7, Series 66, and SIE securities licenses. He is also a Certified Financial Planner. Benjamin is currently registered with Great Valley Advisor Group, Inc., and has previously been registered with LPL Financial LLC and Ameriprise Financial Services, Inc.. Benjamin is a licensed insurance broker and has expertise in life, disability, long-term care, and health insurance. Benjamin's primary focus is helping clients achieve their financial goals through personalized financial planning, investment management, and insurance solutions. He specializes in investment management for individuals, retirement planning, and college savings. Benjamin is committed to providing clients with exceptional service and guidance to help 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.
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.
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.
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2
PA
05/04/2021 - Present
Great Valley Advisor Group, Inc. (KUTZTOWN PA)
PA
04/25/2013 - 01/21/2022
LPL FINANCIAL LLC (KUTZTOWN PA)
PA
10/04/2006 - 05/03/2013
AMERIPRISE FINANCIAL SERVICES, INC. (CENTER VALLEY PA)
BOTH
Issued 07/31/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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