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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 Patch is a financial advisor at Wealth Enhancement Advisory Services, LLC. Benjamin is a registered Investment Advisor Representative in Massachusetts. Benjamin has been in the industry since 2017, having previously worked with Purshe Kaplan Sterling Investments. Benjamin holds the Series 6, Series 63, and Series 65 licenses. Benjamin has experience working with clients including corporations, individuals, and charitable organizations. Benjamin's expertise is in financial planning, pension consulting, portfolio management, and ERISA 3(38) investment management.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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 received from third party investment advisors
1
2
MN
04/13/2021 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
MA
08/04/2017 - 11/15/2017
PURSHE KAPLAN STERLING INVESTMENTS (Boston MA)
IA
Issued 09/18/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/18/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/15/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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