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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 Barnett is an investment advisor representative with WMG Financial Advisors, LLC. Benjamin has been in the industry since 2003 and has experience working with a variety of clients, including high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans. Benjamin has Series 7 and Series 63 licenses, as well as a Uniform Investment Adviser Law Examination (Series 65) qualification. Benjamin has worked at Concourse Financial Group Securities, Inc., FTB Advisors, Inc. and Woodbury Financial Services, Inc. in the past.
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.
Consulting
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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2
TN
03/04/2019 - Present
WMG Financial Advisors, LLC (KNOXVILLE TN)
TN
03/01/2019 - 11/04/2022
CONCOURSE FINANCIAL GROUP SECURITIES, INC. (KNOXVILLE TN)
TN
06/21/2011 - 03/04/2019
FTB ADVISORS, INC. (KNOXVILLE TN)
TN
11/16/2010 - 06/02/2011
WOODBURY FINANCIAL SERVICES, INC. (CLEVELAND TN)
FL
08/01/2003 - 03/25/2010
MID ATLANTIC CAPITAL CORPORATION (PANAMA CITY FL)
IA
Issued 05/21/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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