From focusing on independent and objective advice, Beren has earned his reputation over the past 20 years by providing clients the unbiased engagement that they deserve. Our goal is to exceed expectations at all times by honoring you with a paramount degree of customer service. We serve you with years of experience and skill which have provided us with a wealth of knowledge regarding the financial industry. When you choose our financial planning services, you benefit from obtaining comprehensive advice from a team of highly qualified professionals and individuals with an extensive background in addressing your particular financial needs.
As your financial planner, it's our fiducial responsibility to ensure the advice presented is in your best interest, and it supports decisions that protect your family, businesses, and investments. Recognizing that each client has individual needs, BSA Wealth is dedicated to understanding and appreciating each client's situation before making recommendations. We believe in educating clients and work diligently to help develop achievable goals, understand financial choices and portfolios, and implement strategies that assist clients in attaining their personal plans. As an independent financial advisory firm, we do not receive financial incentives for using any investment over another, so we are able to tailor advice so it will always be in the best interest of each client. If these attributes are ones, you feel are important to building a relationship, then we are looking forward to using our experience to help you pursue your financial goals.
General Information |
| Name of Broker/Dealer: | PlanMember Securities Corporation |
| States Licensed in: | RI, MA, CT, FL, NY |
| Number of Years with Current Firm: | 1 |
| Work with the following types of clients: | Businesses, Individual Investors |
| Foreign Languages Serviced: | Spanish |
| Advisory Services Provided: | Financial Planning for Businesses, Financial Advice & Consulting, Investment Advice & Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts |
Services |
| Investment Types: | Mutual Funds, Bonds, Alternative Investments, Exchange Traded Funds (ETFs), Insurance, Annuities, Stocks |
| Can meet clients in the following ways: | Your Office, Email, Phone, Our Office, Video Conference, Your Home |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Annuity, Health, Life, Variable Annuity, Long Term Care, Disability, Variable Life |
Firm Information |
| Advisor's Number of Clients: | 200 |
| Advisor's Number of Managed Clients: | 30 |
| Assets Managed by Advisor: | $20,000,000 |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Fee % Based on Assets: | 1 |
Education |
| BS in Management - Resource Management | Universtity of Vermont - Burlington, VT 09/1988-05/1992 |
Disclosures |
| Beren Anderson is a registered representative of PlanMember Securities Corporation (PSEC) We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time. Securities: RI, MA, CT, FL, NY Insurance: RI, MA, CT, FL, NY Representative registered with and offers only securities and advisory services through PlanMember Securities Corporation (PSEC), a registered broker/dealer, investment advisor and member FINRA/SIPC. BSA Wealth and PSEC are independently owned and operated. 6187 Carpinteria Ave., Carpinteria, CA 93013 (800) 874-6910 |
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Additional Detailed Disclosures |
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 9:00 AM - 6:00 PM |
| Tue. | 9:00 AM - 6:00 PM |
| Wed. | 9:00 AM - 6:00 PM |
| Thu. | 9:00 AM - 6:00 PM |
| Fri. | 9:00 AM - 6:00 PM |
| Our firm provides financial planning services to all of Rhode Island, Connecticut, and Massachusetts as well as being available to provide service for most any business or individual in the United States. |
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