Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Benjamin is a financial advisor with Planned Asset Management. Stephen has been in the financial industry since 2007. Stephen is registered with the state of California. Stephen is a Certified Financial Planner. Stephen has experience working with individuals, high-net-worth individuals, and pension and profit-sharing plans. Stephen specializes in financial planning, retirement planning, and estate 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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Estate planning, retirement planning
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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CA
06/11/2012 - Present
Planned Asset Management (CALABASAS CA)
CA
05/03/2010 - 10/08/2014
INDEPENDENT FINANCIAL GROUP, LLC (WINNETKA CA)
CA
11/22/2007 - 04/29/2010
AFA FINANCIAL GROUP, LLC (WINNETKA CA)
BOTH
Issued 01/10/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/08/2014
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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