Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Ryan Orem is a registered investment advisor representative with Concorde Asset Management, LLC. Benjamin is based in Ann Arbor, MI and has been in the securities industry for over two years. Before joining Concorde Asset Management, Benjamin worked at First Republic Securities Company, LLC in San Francisco, CA. Benjamin is a Series 7TO and Series 66 license holder. Benjamin specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, high net worth individuals, charitable organizations, and pension and profit-sharing plans.
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.
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.
A percentage of the total value of assets under management is charged.
Promoter fees from other advisors
1
2
CA
08/05/2024 - Present
Concorde Asset Management, LLC (San Francisco CA)
CA
12/03/2022 - 06/26/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (San Francisco CA)
BOTH
Issued 05/09/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/02/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/08/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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