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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 Ryan Zajac is a financial advisor with Commonwealth Financial Network, a financial firm based in Waltham, Massachusetts. Benjamin has over 15 years of experience in the financial services industry and holds the Series 6, 7, 63, and 65 licenses as well as the SIE. Benjamin is a Certified Financial Planner™ professional and has extensive experience providing financial advice to individuals and families. Benjamin is licensed to provide financial advice in numerous states including California, Colorado, Connecticut, Delaware, Florida, Kansas, Maine, Maryland, Montana, New Jersey, New York, Oklahoma, Pennsylvania, South Carolina, Texas and Virginia. Benjamin has previously been affiliated with Lincoln Investment, Capital Analysts, Incorporated and Simone Financial 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.
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2
PA
04/26/2021 - Present
Commonwealth Financial Network (Exton PA)
PA
06/01/2012 - 04/26/2021
LINCOLN INVESTMENT (EXTON PA)
PA
09/13/2011 - 06/01/2012
CAPITAL ANALYSTS, INCORPORATED (EXTON PA)
PA
08/02/2004 - 11/28/2007
CAPITAL ANALYSTS, INCORPORATED (EXTON PA)
IA
Issued 11/10/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/29/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2014
Series 7 - General Securities Representative Examination
BC
Issued 09/12/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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