Benjamin OstroveCRD Number: 4992570
Current Firm: Personal Cfo Solutions LLC
Benjamin Ostrove (CRD# 4992570) is an Investment Advisor Representative working at Personal Cfo Solutions LLC in Chester, NJ and has over 16 years of experience in the finance industry.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
Wells Fargo Clearing Services, LLC
|Ayco||Parsippany, NJ||Sep 2004 - Oct 2017||13|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2006|
Total Assets Under Management1,200MILLIONS
Total Number of Accounts3,759ACCOUNTS
Average Account Value$319,352
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, KY, MA, MD, MI, MN, MO, MT, NC, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA
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