Benjamin Schmid (CRD# 5355502) is an Investment Advisor Representative working at Ketwich Capital LLC in Malvern, PA and has over 15 years of experience in the finance industry. Benjamin Schmid has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4275229
Raymond James Financial Services Advisors, Inc.
CRD# 4837485
Cuso Financial Services
CRD# 4581631
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ketwich Capital, LLC | Jersey City, NJ | May 2017 - Current | 6 |
| Neuberger Berman LLC | New York, NY | Oct 2012 - Apr 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2008 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2013 |
- CA
- NJ
- NY
- PA
-
Total Assets Under Management20MILLIONS
-
Total Number of Accounts50ACCOUNTS
-
Average Account Value$394,248
- 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
- Educational seminars/workshops
CA, NJ, NY, PA
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