Talk to sales Try for Free
Benjamin Bistline

Benjamin Bistline

Technician

Followers of Benjamin Bistline119 followers
location of Benjamin BistlineLake Oswego, Oregon, United States

Connect with Benjamin Bistline to Send Message

Connect

Connect with Benjamin Bistline to Send Message

Connect

  • Timeline

  • About me

    Financial Advisor at Metis Wealth Advisory Group

  • Education

    • University of Portland

      2010 - 2011
      Executive Certificate (Graduate) Financial Planning

    • Portland State University - School of Business

      2007 - 2009
      Bachelor's Business Administration

  • Experience

    • Absolute Computers, LLC

      Sept 2004 - Mar 2006
      Technician

    • Summit Financial Advisors, Inc.

      Aug 2005 - Nov 2009
      Operations Manager

      I was directly responsible for client services, transaction processing, information technology, and supportive roles in the areas of portfolio management and marketing.

    • Metis Wealth Advisory Group

      Nov 2009 - now
      Financial Advisor

      Our firm specializes in life-cycle financial planning and wealth management services for a select group of families and individuals. My responsibilities include coordinating financial planning analysis and illustrations, compliance administration, and conducting investment research as a member of our portfolio advisory team. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Metis Wealth Advisory Group is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. and Metis Wealth Advisory Group. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section." Show less

  • Licenses & Certifications

    • CFP

      CFP Board