Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Grossheim is an investment advisor representative who is registered with the state of Ohio. Benjamin currently works for Family Wealth Advisory Group, LLC, and has been with the firm since September 2022. Prior to this, Benjamin was employed by Fidelity Brokerage Services LLC in Covington, Kentucky from September 2021 to August 2022. Benjamin has passed the Series 66, Series 7TO, and SIE exams. Benjamin's primary focus areas are financial planning, and portfolio management for individuals.
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.
Personalized portfolio management to meet individual financial objectives.
Matters not involving securities
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
OH
10/26/2022 - Present
Family Wealth Advisory Group, LLC (CINCINNATI OH)
KY
09/09/2021 - 08/16/2022
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
BOTH
Issued 10/14/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/09/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/02/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
Not sure Benjamin Grossheim is the right advisor for you? Invested Better is here to help.
