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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 Venturo is an investment advisor representative with Fidelity Personal and Workplace Advisors, with over 20 years of experience in the financial services industry. Benjamin Venturo has previously worked with TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC and H&R BLOCK FINANCIAL ADVISORS, INC.. Benjamin Venturo is registered to provide investment advice in multiple states, including New Jersey and New York. Benjamin Venturo specializes in retirement planning, financial planning, and other services that may be helpful for individuals, families, businesses, and institutions.
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.
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.
1
2
NJ
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (MARLTON NJ)
NJ
08/23/2007 - 03/18/2015
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (MARLTON NJ)
NJ
01/07/1999 - 08/09/2007
H&R BLOCK FINANCIAL ADVISORS, INC. (MARLTON NJ)
IA
Issued 06/13/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/04/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/15/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/1999
Series 7 - General Securities Representative Examination
BC
Issued 01/06/1999
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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