Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Felicelli has been in the financial industry for over 20 years, serving clients across the country from the firm's location in Toms River, NJ. Benjamin holds Series 31, 63, 66, and 7 licenses. Benjamin's current employment is with Equitable Advisors, LLC. Previously, Benjamin was a Registered Representative for Morgan Stanley Smith Barney and Citigroup Global Markets Inc. Benjamin is a dedicated financial professional offering a range of services, including financial planning, pension consulting, educational seminars, and portfolio management. Benjamin is committed to providing personalized guidance and support to help clients achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
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
05/08/2019 - Present
Equitable Advisors, LLC (TOMS RIVER NJ)
NJ
06/01/2009 - 11/18/2009
MORGAN STANLEY SMITH BARNEY (TOMS RIVER NJ)
NJ
12/24/1998 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (TOMS RIVER NJ)
BOTH
Issued 12/29/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/21/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 12/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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