Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benson? Claim Your ProfileBenson Lim is a financial advisor who has been in the industry since 2021. Benson is currently registered with Private Advisor Group, LLC and is also a registered representative with LPL Financial LLC. Benson has passed the Series 7, Series 66, and SIE exams. Benson has previous experience as a financial advisor with LPL Financial LLC and has also worked with several other firms. Benson provides financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions. Benson also offers educational seminars and publications.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NJ
02/07/2024 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
CA
04/05/2021 - 06/08/2023
LPL FINANCIAL LLC (SOLANA BEACH CA)
BOTH
Issued 06/15/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/03/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/03/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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