Kathleen Benjamin

from Syndicated Capital, Inc.
SEC regulated
Regulated Investment Advisor
Kathleen Benjamin is a financial advisor based in California, Diamond Bar, with 22 years of experience. Kathleen currently works for Syndicated Capital, Inc.. Kathleen maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Kathleen Benjamin works at Syndicated Capital, Inc.
Syndicated Capital, Inc. is a financial advisory firm based in Diamond Bar, California. It currently has approximately $105,756,083 of assets under management and employs about 12 people. Syndicated Capital, Inc. uses a fee structure of a percentage of assets under your management, fixed fees and 12b1; ntf mutal fund service fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
11 years
Fee structure
A percentage of assets under your management, fixed fees and 12b1; ntf mutal fund service fees
Office location
21671 Gateway Center Drive, Suite 111, Diamond Bar, California, 91765

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