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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 Bowen is a financial advisor registered with Edelman Financial Engines. Benjamin has been in the industry since 2012 and holds the Series 7, Series 66, and SIE licenses. Benjamin is also a Certified Financial Planner. He has experience with Fidelity Brokerage Services LLC and Fidelity Investments. Currently, Benjamin is registered with the state of California and Texas. Benjamin is a financial advisor with Edelman Financial Engines and provides a range of financial services to individuals, families, and businesses.
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.
A percentage of the total value of assets under management is charged.
Set-up fees & related svcs; reimbursements for printed materials
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2
CA
05/22/2024 - Present
Edelman Financial Engines (SAN DIEGO CA)
CA
10/08/2012 - 06/02/2020
FIDELITY BROKERAGE SERVICES LLC (SAN DIEGO CA)
BOTH
Issued 03/20/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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