Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roy? Claim Your ProfileRoy Bentzen is a financial advisor with Fisher Investments in WOODLAND PARK, NJ. Roy has been a registered representative for over 19 years. Roy is licensed in New Jersey and has experience in investment management and financial planning.
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.
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.
Portfolio assessment
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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NJ
07/05/2022 - Present
Fisher Investments (WOODLAND PARK NJ)
OH
03/12/2021 - 06/02/2022
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
MA
06/18/2019 - 12/31/2020
MML DISTRIBUTORS, LLC (SPRINGFIELD MA)
NM
03/14/2016 - 02/06/2019
THORNBURG SECURITIES CORPORATION (SANTA FE NM)
NY
02/19/2014 - 03/09/2016
ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEW YORK NY)
NY
04/25/2012 - 10/29/2013
BARON CAPITAL, INC. (NEW YORK NY)
NY
09/08/2006 - 02/28/2012
ALLIANCEBERNSTEIN INVESTMENTS, INC. (NEW YORK NY)
NJ
03/26/2004 - 09/05/2006
GWFS EQUITIES, INC. (BLOOMFIELD NJ)
BOTH
Issued 11/20/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/30/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2014
Series 7 - General Securities Representative Examination
BC
Issued 03/25/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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