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Benjamin Burkhead is a financial advisor registered with Commonwealth Financial Network. Benjamin has been in the financial services industry since 2007. Benjamin is licensed in Pennsylvania and has passed the Series 6, Series 63, and Series 65 exams. Benjamin holds the Chartered Financial Consultant designation. Benjamin has experience working with high-net-worth individuals, individuals other than high-net-worth, corporations, or other businesses. Benjamin has experience providing portfolio management for individuals and businesses. Benjamin has also provided financial planning and educational seminars. Benjamin has a history of working with MetLife Securities Inc. and Centauri Advisory Group, Inc. Commonwealth Financial Network is a financial services firm that provides a variety of financial products and services to individuals and businesses. Commonwealth Financial Network has offices in Waltham, Massachusetts, Beaver Falls, Pennsylvania, and across the United States.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
PA
01/25/2024 - Present
Commonwealth Financial Network (Beaver Falls PA)
PA
07/16/2007 - 06/12/2014
METLIFE SECURITIES INC. (BEAVER FALLS PA)
IA
Issued 07/01/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/10/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/14/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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