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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 Robert Kurtis is an investment advisor representative with Mariner Independent, located in Bellingham, Washington. Benjamin is a registered investment advisor representative in Washington and has been in the industry for over 8 years. Benjamin is a Series 65 holder and has passed the Uniform Investment Adviser Law Examination. Benjamin also works with Mauro Capital Management, offering investment advisory services through Mariner Platform Solutions. Benjamin specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
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.
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WA
08/23/2024 - Present
Mariner Independent (Bellingham WA)
IA
Issued 08/12/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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