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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 Julianel is an investment advisor representative with Valmark Advisers, Inc. based in Irvine, CA. Benjamin has been working in the financial industry since September 2009 and has a broad range of experience, holding licenses in 22 states and representing both the broker-dealer and investment advisor sides of the financial business. Benjamin holds the Series 66, Series 7, and SIE licenses, and is a registered representative of Valmark Securities, Inc. Navigators Advisory Group, a financial planning firm founded by Benjamin, is a separate entity from Valmark Advisers, Inc. Benjamin has a strong track record of providing comprehensive financial planning and investment management services to a diverse clientele, including individuals, families, businesses, and trusts. He specializes in providing personalized solutions that help clients 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.
Guidance on pension options to ensure a secure financial future.
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.
Strategic management for diversified investment portfolios.
Consulting
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
CA
10/12/2022 - Present
Valmark Advisers, Inc. (Irvine CA)
CA
09/21/2009 - 07/05/2022
SECURIAN FINANCIAL SERVICES, INC. (NEWPORT BEACH CA)
BOTH
Issued 10/02/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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