Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Kleinschmidt is a financial professional with over 9 years of experience in the industry. Benjamin is currently registered with MML Investors Services, LLC and holds licenses in New York and Texas. Benjamin previously worked for Northwestern Mutual Investment Services, LLC. Benjamin offers a range of services, including financial planning, asset allocation programs, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Benjamin is a Chartered Financial Consultant.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NY
05/17/2022 - Present
MML Investors Services, LLC (New York NY)
NY
08/07/2019 - 08/20/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (NEW YORK NY)
IA
Issued 10/15/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/02/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/07/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/11/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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