Osaic Wealth
47yrs
Top advisor by experience in Norton Shores
2yrs
Benjamin Perfect
Financial advisor at Fifth Third Securities
Based in Norton Shores, Michigan, Benjamin Perfect is a fiduciary financial advisor with 2 years of industry experience. Benjamin has been with Fifth Third Securities since 2024. Fifth Third Securities offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets.
One of 20 advisors with offices in Norton Shores, and one of 17 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office875 W Norton Ave, Norton Shores, MI 49441
How the firm is paid ?Percent of assets
Typical client at the firm ?$230,450
Advisors at the firm1,009
States licensed ?1 state
Services through Fifth Third Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowFifth Third Securities, Inc.Current firm
Contact Benjamin
(888) 889-1025Firm headquarters in Cincinnati, OH. Ask for Benjamin. 875 W Norton AveNorton Shores, MI 49441Office · Get directions LinkedIn pageFifth Third Securities
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Questions to ask Benjamin
Tailored to Benjamin’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Benjamin
How do I contact Benjamin?
Call Fifth Third Securities at (888) 889-1025 and ask for Benjamin Perfect. Benjamin works from the Norton Shores, MI office.
How long has Benjamin been a financial advisor?
Benjamin has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Benjamin hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Benjamin a fiduciary?
Benjamin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Benjamin paid?
Fifth Third Securities reports being paid by a percentage of the assets they manage. Ask Benjamin for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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