ADVISOR BIO

Ben Valdovinos is a financial advisor with over 25 years of experience in the industry. Ben is registered with LPL Financial LLC and is licensed to provide investment advice in all 50 states. Ben has worked for several firms throughout their career, including TD Ameritrade and SAGEPOINT FINANCIAL, INC. Ben's expertise includes financial planning, portfolio management, and consulting. Ben is committed to providing clients with personalized service and helping them achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Ben Adler is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., with experience in the financial industry since June 2022. Ben holds several securities licenses including Series 7, Series 63, and Series 65. Ben is registered with the state of California as a broker-dealer and an investment advisor. Ben works at the Merrill Lynch, Pierce, Fenner & Smith Inc. branch located in Los Angeles, CA. Ben is a dedicated financial advisor and has specialized in providing services to insurance companies, charitable organizations, high net worth individuals, pension and profit sharing plans, corporations and other businesses, and individuals. Ben is a highly motivated advisor who is committed to delivering exceptional client service.

SPECIALIZATIONS

ADVISOR BIO

Ben Kim is an investment advisor representative associated with J.P. Morgan Securities LLC. Ben Kim is registered with the state of California, Colorado, New Jersey and Texas. Ben Kim has been in the securities industry since November 8, 2021. The firm provides investment advisory services to individuals, businesses, corporations, pension and profit-sharing plans, insurance companies, charitable organizations and others. The firm also offers financial planning, portfolio management for businesses and individuals, and selection of other advisors.

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ADVISOR BIO

Ben Fort is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Ben Fort has been in the industry since December 14, 1997. Ben Fort has been registered in 42 states across the country. Ben Fort has a Series 66, Series 7 and Series 31 license. Ben Fort holds the SIE exam. Ben Fort has been registered with Merrill Lynch, Pierce, Fenner & Smith Inc. since August 1997. Ben Fort is also registered with the state of California.

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ADVISOR BIO

Ben Lawler is a financial advisor with Perennial Financial Services. Ben has been in the financial industry since 2006 and has a Series 7, Series 66, and SIE license. Ben has experience working with individuals, families, businesses, and charitable organizations. Ben is also a licensed attorney and provides legal services through his firm Lawler Law Firm.

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ADVISOR BIO

Ben Torchia is a financial professional with over 16 years of experience in the industry. Ben is currently registered with Citigroup Global Markets Inc. in Fresno, CA. Ben is licensed to provide a range of financial services including investment banking, securities and investment company products. Ben also holds a Series 24 license and is a general securities principal. Ben previously worked for Strongtower Financial, Inc. and NYLife Securities Inc. in California.

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ADVISOR BIO

Ben Swim is a financial advisor with Edward Jones, registered with FINRA and licensed in California and Texas. Ben Swim started working in the financial industry on May 30, 2012. Ben Swim is currently employed by Edward Jones in Anderson, California. Ben Swim has 17 active state registrations and 2 active IA state registrations.

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ADVISOR BIO

Ben Bresnahan is an active investment advisor representative registered with J.p. Morgan Securities LLC. Ben has been working in the financial services industry since 2006. Ben has experience in various areas of financial services, including investment advisory, securities brokerage, and investment banking. Ben has a strong commitment to providing clients with personalized financial advice and services.

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ADVISOR BIO

Ben Xing Zou is a financial advisor with J.P. Morgan Securities LLC, a large firm with offices in several states. Ben has been in the industry since June 2022 and specializes in investments for both individuals and businesses. Ben is licensed in California and Nevada and has passed several exams including Series 63, Series 6TO and the SIE.

SPECIALIZATIONS

ADVISOR BIO

Ben Avni is a financial advisor associated with J.P. Morgan Securities LLC. Ben is registered with FINRA and has a Series 63, Series 6TO and SIE licenses. Ben is licensed to provide financial services in the state of California. Ben has been in the financial services industry since October 26, 2023.

SPECIALIZATIONS