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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 Greenman is an investment advisor representative at Core Wealth Advisors, Inc. Benjamin is registered with the state of Florida. Benjamin has been working in the financial industry since August 2017. Benjamin holds the Series 65 license. Benjamin is licensed to provide financial planning, portfolio management for individuals, and portfolio management for businesses. Benjamin has worked with clients including individuals, high-net-worth individuals, and pension and profit-sharing plans.
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.
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FL
10/31/2023 - Present
Core Wealth Advisors, Inc. (LAKELAND FL)
IA
Issued 10/27/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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