Unclaimed
Benjamin Tyler Netznik is an investment advisor representative affiliated with Ameriprise Financial Services, LLC. Benjamin is registered with the state of Pennsylvania and also holds the Series 7TO and SIE licenses. Benjamin has been in the industry since July 24, 2022 and is actively registered with the firm. Benjamin's areas of focus include portfolio management for businesses, portfolio management for individuals, asset allocation services, financial planning, pension consulting, and educational seminars. Benjamin has been a registered representative since May 29, 2024 and is also registered as an investment advisor representative in the state of Pennsylvania.
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.
Asset allocation services
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.
1
2
PA
05/29/2024 - Present
Ameriprise Financial Services, LLC (ALLENTOWN PA)
BOTH
Issued 05/28/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/25/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/24/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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