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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 Wolcott Upward is an investment advisor representative registered with Azimuth Capital Management. Benjamin has been in the industry since 2001. Previously, Benjamin was an advisor at Trestle Point, LLC and Telemus Investment Brokers, LLC. Benjamin holds a Series 3, 7, 24, 30, 55, 63, 65 and SIE licenses.
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.
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.
Credit, cash management, and insurance solutions
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.
Revenue sharing with frs (our affiliate), uptiq and flourish
1
2
MI
08/18/2023 - Present
Azimuth Capital Management (BLOOMFIELD HILLS MI)
MI
12/04/2018 - 10/22/2020
TRESTLE POINT, LLC (BIRMINGHAM MI)
MI
05/23/2008 - 01/02/2013
TELEMUS INVESTMENT BROKERS, LLC (SOUTHFIELD MI)
MI
02/07/2001 - 02/11/2008
FUNDS DISTRIBUTOR, INC. (BIRMINGHAM MI)
BC
Issued 12/06/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/20/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/11/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/17/2015
Series 30 - NFA Branch Manager Examination
BC
Issued 12/04/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/18/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2014
Series 3 - National Commodity Futures Examination
BC
Issued 06/16/2008
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 02/06/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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