Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Wood is a financial advisor with Clearbridge Investments, LLC. Benjamin has been in the industry since 2011 and has a strong background in financial services. Benjamin holds the Series 66, SIE and Series 7 securities licenses, and is registered in Arkansas, California, Connecticut, Florida, Massachusetts, New York, Oklahoma and Texas. Benjamin has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, investment companies, and pension and profit-sharing plans.
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.
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.
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
NY
01/16/2020 - Present
Clearbridge Investments, LLC (NEW YORK NY)
NC
11/18/2011 - 10/23/2019
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
BOTH
Issued 03/30/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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