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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 Yohanan is an active investment advisor representative with Osaic Wealth, Inc. based in San Mateo, CA. Benjamin has been in the financial services industry since May 9, 1993. Prior to joining Osaic Wealth, Inc., Benjamin worked for Securities America, Inc., Brecek & Young Advisors, Inc., Interpacific Investors Services, Inc., and Jackson National Financial Services, Inc.. Benjamin is registered with the following state regulators: Arizona, Arkansas, California, Colorado, Florida, Missouri, Nevada, New Jersey, North Carolina, Oregon, Virginia, and Washington. Benjamin holds the following licenses: Series 6, Series 7, Series 24, and Series 63.
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.
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.
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2
CA
06/14/2024 - Present
Osaic Wealth, Inc. (San Mateo CA)
CA
01/23/2009 - 06/14/2024
SECURITIES AMERICA, INC. (SAN BRUNO CA)
CA
06/02/2000 - 01/23/2009
BRECEK & YOUNG ADVISORS, INC. (SAN MATEO CA)
WA
12/16/1993 - 06/01/2000
INTERPACIFIC INVESTORS SERVICES, INC. (SEATTLE WA)
CA
05/10/1993 - 01/05/1994
JACKSON NATIONAL FINANCIAL SERVICES, INC. (LOS ANGELES CA)
BC
Issued 05/07/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/24/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1997
Series 7 - General Securities Representative Examination
BC
Issued 05/07/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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