linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Benjamin Allen Koplan

Vanderbilt Securities, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Benjamin? Claim Your Profile

About Benjamin Allen Koplan

Benjamin Koplan is an investment advisor representative. Benjamin has been in the securities industry for over 30 years and currently works for Vanderbilt Securities, LLC. Previously, Benjamin Koplan worked at several firms including Calton & Associates, Inc., ING Financial Partners, Inc., Interlink Securities Corp., Aetna Investment Services, Inc., Aetna Life Insurance and Annuity Company, MONY Securities Corp., The Mutual Life Insurance Company of New York, and Fidelity Equity Services Corporation. Benjamin is registered to sell securities in California.

Firm Information

Benjamin Koplan is currently registered with Vanderbilt Securities, LLC. Vanderbilt Securities, LLC is a Limited Liability Company that was formed on December 5, 2001. The firm is registered in 51 states and the SEC and is approved to operate in all of them.

Not reported

Assets Under Management

Not reported

Total Clients

52

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Benjamin Koplan’s Registration & Firm History

NY

02/15/2018 - Present

Vanderbilt Securities, LLC (WOODBURY NY)

FL

01/18/2013 - 02/16/2018

CALTON & ASSOCIATES, INC. (TAMPA FL)

IN

12/15/2009 - 12/31/2012

ING FINANCIAL PARTNERS, INC. (FORT WAYNE IN)

CA

04/06/1995 - 04/10/2008

INTERLINK SECURITIES CORP. (WOODLAND HILLS CA)

CT

10/15/1993 - 03/13/1995

AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)

CT

01/01/1991 - 10/15/1993

AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)

NY

06/23/1988 - 02/12/1990

MONY SECURITIES CORP. (NEW YORK NY)

NY

06/23/1988 - 02/12/1990

THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)

NA

02/29/1988 - 11/22/1988

FIDELITY EQUITY SERVICES CORPORATION

NA

02/28/1988 - 11/22/1988

FIDELITY EQUITY SERVICES CORPORATION

Not sure if Benjamin Allen Koplan is right for you?

Licenses & Designations

BC

Issued 08/27/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/14/2005

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/26/1988

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Benjamin Allen Koplan.
Not sure if Benjamin Allen Koplan is right for you?