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@fidelity.com
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Benjamin Linser is listed as Financial Advisor at Family Wealth Advisory Group at Family Wealth Advisory Group, a with 2 employees, based in Cincinnati, Ohio, United States. AeroLeads shows a work email signal at fidelity.com and a matched LinkedIn profile for Benjamin Linser.
Benjamin Linser previously worked as Financial Advisor at Family Wealth Advisory Group and Financial Consultant / Financial Advisor at Fidelity Investments. Benjamin Linser holds Bachelor'S Degree, Music Teacher Education from Miami University.
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I am quite proud of my time and experiences in the financial planning industry. Every position I have held has given me more and more perspective to build on all previous experiences. There is nothing more that I enjoy better than wondering how things work and how they can work better because nothing is more rewarding than finding a problem and creating the solution. I am equally as proud of my experiences outside of my career including my time as a music teacher, a Marine and a community volunteer. I have certainly never shied away from change, curiosity or questions.
Listed skills include Mutual Funds, Certified Financial Planner, Relationship Management, Sales Coaching, and 13 others.
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Cincinnati, Oh
"Likes" should not be considered a positive reflection of the investment advisory services offered by Family Wealth Advisory Group. Neither Family Wealth Advisory Group nor any representative of Family Wealth Advisory Group solicits or otherwise requests that visitors to this profile provide reviews of their experiences with the adviser or its services.
At Fidelity I have held roles in Fidelity's Brokerage Co.(Personal Investments), Fidelity Investments Institutional Operations Co. (Workplace Investments), and Strategic Advisers (Registered Investment Advisor). Roles that included Service/Trading, team supervision and compliance, product sales and financial planning.
Cincinnati, Ohio Area
Solicited small business financial products and solutions such as health insurance, 401(k) retirement plans, personal financial planning, and other employee benefits.
Blue Ash, Oh & Pittsburgh, Pa
During this, my first tenure with Fidelity, I worked as a service/trading representative as well as a branch representative focused on product sales and financial planning.
Norfolk, Virginia Area
After Basic Training and Marine Combat Training, I went on to the Armed Forces School of Music to be a Marine Musician. Final rank: Lance Corporal.
Although my education was in music, it is no longer a skill set that I depend on professionally. Now it only represents a body.
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Benjamin Linser works for Family Wealth Advisory Group.
Benjamin Linser is listed as Financial Advisor at Family Wealth Advisory Group at Family Wealth Advisory Group.
AeroLeads has found 1 work email signal at @fidelity.com for Benjamin Linser at Family Wealth Advisory Group.
Benjamin Linser is based in Cincinnati, Ohio, United States while working with Family Wealth Advisory Group.
Benjamin Linser has worked for Family Wealth Advisory Group, Fidelity Investments, Saxon Financial Consulting, and United States Marine Corps.
Benjamin Linser's colleagues at Family Wealth Advisory Group include Jim Hoskins.
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Benjamin Linser holds Bachelor'S Degree, Music Teacher Education from Miami University.
Benjamin Linser is listed with skills including Mutual Funds, Certified Financial Planner, Relationship Management, Sales Coaching, Personal Financial Planning, Teaching, Asset Allocation, and Series 7.
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