Unclaimed
John William Benson is an investment advisor representative with Equitable Advisors, LLC. John William Benson has been in the securities industry for over 10 years and is registered in 13 states. John William Benson offers financial planning, pension consulting, and educational seminars. John William Benson also manages portfolios for individuals and businesses. Equitable Advisors, LLC is a large firm with offices across the United States. The firm provides a variety of financial services to individuals, businesses, and institutions.
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.
1
2
PA
09/11/2023 - Present
Equitable Advisors, LLC (BALA CYNWYD PA)
NJ
12/07/2020 - 01/27/2022
VALIC FINANCIAL ADVISORS, INC. (MOUNT LAUREL NJ)
BOTH
Issued 02/16/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/07/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/19/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure John Benson is the right advisor for you? Invested Better is here to help.