Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Dunbar is an investment advisor representative with Gerber Kawasaki Wealth & Investment Management located in SANTA MONICA, CA. Benjamin Dunbar is a financial professional with experience in the industry. Benjamin Dunbar is a Certified Financial Planner and has passed a number of industry exams including Series 6, Series 7, Series 63 and Series 65. Benjamin Dunbar has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, pension plans and investment companies.
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.
Strategic management for diversified investment portfolios.
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.
Third-party advisory fees
1
2
CA
05/28/2015 - Present
Gerber Kawasaki Wealth & Investment Management (SANTA MONICA CA)
CA
10/28/2014 - 05/09/2019
LPL FINANCIAL LLC (SANTA MONICA CA)
BC
Issued 12/10/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/21/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2015
Series 7 - General Securities Representative Examination
BC
Issued 10/28/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Benjamin Dunbar is the right advisor for you? Invested Better is here to help.
