Unclaimed
Benjamin Peter Okwit kanas is a registered representative of UBS Financial Services Inc. Benjamin has been in the financial services industry for over 6 years. Benjamin has passed the Uniform Combined State Law Examination. Benjamin is registered in the state of New York. In addition to Benjamin's work as a financial advisor, Benjamin is also involved with the White Plains Youth Bureau - Saturday Academy as a Youth Worker. Benjamin has a strong commitment to community service and is dedicated to helping young people succeed. Benjamin is committed to providing his clients with the highest quality financial advice and services.
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.
See schedule d - miscellaneous
1
2
NY
01/17/2025 - Present
UBS Financial Services Inc. (Purchase NY)
Active
Inactive
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