Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Brissi is an experienced financial professional with over a decade of industry experience. Benjamin is currently a Registered Representative with Innovation Partners LLC, a financial firm based in Charlotte, NC. Previously, Benjamin worked with Joseph Capital, LLC and Forefront Capital Markets LLC. Benjamin holds FINRA Series 7, 79, 99, and SIE licenses as well as the Series 63. Benjamin provides a wide range of financial services to clients.
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.
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.
Consulting services to qualified retirement plans
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.
Recurring fee
1
2
NC
12/02/2022 - Present
Innovation Partners LLC (CHARLOTTE NC)
OH
01/15/2015 - 01/27/2021
JOSEPH CAPITAL, LLC (COLUMBUS OH)
NY
02/07/2012 - 12/17/2012
FOREFRONT CAPITAL MARKETS LLC (NEW YORK NY)
OH
07/08/2011 - 01/31/2012
JOSEPH CAPITAL, LLC (COLUMBUS OH)
NY
08/09/2006 - 11/19/2009
PARAMOUNT BIOCAPITAL, INC. (NEW YORK NY)
BC
Issued 08/15/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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