Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Basil? Claim Your ProfileBasil Benny is a financial advisor with Fidelity Personal And Workplace Advisors in Paramus, New Jersey. Basil has been in the industry since 2023. Basil has been registered as a registered representative with FINRA, and is also registered with the states of Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Maryland, Massachusetts, Michigan, Minnesota, Missouri, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Texas, Virginia, Washington and Wisconsin. Basil is a Series 7 and Series 63 licensed professional. Basil is also licensed to provide investment advice.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NJ
11/18/2024 - Present
Fidelity Personal AND Workplace Advisors (PARAMUS NJ)
NY
03/01/2023 - 04/13/2024
J.P. MORGAN SECURITIES LLC (ORANGEBURG NY)
BC
Issued 03/15/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/11/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/01/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/14/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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