Bekka Benjamin

Associate Financial Advisor

Bekka Benjamin brings an energy and passion to helping customers get on and stay on the right financial path. Through a consultative process, Bekka turns her customers’ wants and needs into solid strategies that help them achieve their financial goals and dreams.

To learn how Bekka can add value to your financial future, contact her at 401-233-4337 for a complimentary consultation.

Education

  • B.A. Economics, University of Rhode Island
  • FINRA Registered
  • Insurance License Life, Accident and Health, Variable Annuity

Professional Services

  • Retirement Income Planning
  • Tax-advantaged Investment Planning
  • Investment Management
  • Trust Services*
  • Wealth Preservation

Community Service Highlights

Special Olympics volunteer

 

NCU Financial Advisors are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.

FR-2555790.1-0519-0621