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Benjamin Yilmaz Kacan is an Investment Advisor Representative with LPL Financial LLC. Benjamin is based in Mooresville, NC. Benjamin has been in the industry for a while and has experience working with clients of all sizes. Benjamin offers a variety of financial services, including financial planning, portfolio management, and investment advisory 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.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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NC
08/19/2024 - Present
LPL Financial LLC (MOORESVILLE NC)
IA
Issued 08/03/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
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