Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Robert Grom is a financial advisor who has been in the industry since 2017. Benjamin is registered with both Allegheny Investments, Ltd. and Allegheny Financial Group Ltd.. Benjamin is a Certified Financial Planner and holds the Series 7 and Series 66 licenses. Benjamin specializes in working with individuals, high net worth individuals, pension and profit sharing plans, charitable organizations, and corporations or other businesses.
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.
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.
1
2
PA
06/21/2017 - Present
Allegheny Investments, Ltd. (PITTSBURGH PA)
BOTH
Issued 07/07/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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