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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 Sjosten is an Investment Advisor Representative at Pathstone and is currently registered in Pennsylvania. Benjamin has been in the industry since June 2022 and holds both the Series 65 (Uniform Investment Adviser Law Examination) and SIE (Securities Industry Essentials Examination) licenses. Benjamin has been involved in the financial industry by working at SEI Investments and Daniel Boon School District. Benjamin specializes in providing financial planning, portfolio management for businesses, individuals, investment companies and pooled investment vehicles, and educational seminars. Benjamin also offers other services such as selection of other advisors and family office services.
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.
Strategic management for diversified investment portfolios.
Family office services - expense management, bill pay, insurance advisory, concierge service, philanthropic advisory
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
PA
10/17/2023 - Present
Pathstone (Newtown Square PA)
IA
Issued 08/14/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
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