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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Baldwin is a financial advisor at Fidelity Personal And Workplace Advisors. Benjamin has been in the industry since 2016 and has experience with Edward Jones, Ameriprise Financial Services LLC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Benjamin provides financial planning, portfolio management for individuals and businesses, and educational seminars. Benjamin has a Series 66, Series 7, and SIE licenses and is registered in California, Connecticut, Delaware, District of Columbia, Florida, Georgia, Louisiana, Maine, Maryland, Michigan, Mississippi, Nebraska, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Texas, Virginia and West Virginia.
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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2
VA
01/09/2023 - Present
Fidelity Personal AND Workplace Advisors (ALEXANDRIA VA)
VA
11/05/2021 - 11/03/2022
AMERIPRISE FINANCIAL SERVICES, LLC (LAKE RIDGE VA)
DC
09/29/2020 - 11/08/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WASHINGTON DC)
VA
06/09/2016 - 09/29/2020
EDWARD JONES (WOODBRIDGE VA)
BOTH
Issued 06/27/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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