Benjamin AltmanCRD Number: 4249622
Current Firm: Altman Advisors
Benjamin Altman (CRD# 4249622) is an Investment Advisor Representative working at Altman Advisors in Chicago, IL and has over 18 years of experience in the finance industry.
Sequoia Wealth Management, LLC
Securities America Advisors, Inc.
Amplify Investments LLC
|Purshe Kaplan Sterling Investments||Albany, NY||Jul 2016 - Current||6|
|Altman Advisors||Chicago, IL||Jul 2016 - Current||6|
|Ubs Financial Services Inc.||Chicago, IL||Jan 2004 - Jul 2016||12|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2004|
Total Assets Under Management352MILLIONS
Total Number of Accounts688ACCOUNTS
Average Account Value$511,559
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CA, FL, IL, TX
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