Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Massa is a financial professional registered with Charles Schwab & Co., Inc. Benjamin holds licenses in Series 63, Series 9, Series 10, Series 7TO and SIE. Benjamin is licensed in 51 states, including Alabama, Alaska, Arizona, and Arkansas. The firm is headquartered in San Francisco, CA. The firm has approximately 919,128 clients and more than $50 billion in assets under 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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CO
09/10/2021 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
BC
Issued 10/01/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/20/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/24/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/10/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/25/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Benjamin Massa is the right advisor for you? Invested Better is here to help.
