Unclaimed
Benjamin Lanser is an investment advisor representative registered with State Farm Investment Management Corp., with offices in Columbia, Maryland. Benjamin has been active in the financial services industry since May 2018, working with a variety of clients, including individuals, families, and investment companies. Benjamin is a graduate of [School Name], where he majored in [Major]. He is also a registered representative of State Farm Investment Management Corp. and holds a Series 6, 7, and 66 license, allowing him to offer a wide range of financial products and services.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
1
2
MD
12/06/2024 - Present
State Farm Investment Management Corp. (Columbia MD)
MD
04/16/2021 - 05/21/2024
JANNEY MONTGOMERY SCOTT LLC (TOWSON MD)
MD
07/02/2018 - 04/19/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HUNT VALLEY MD)
MD
11/17/2017 - 01/23/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HUNT VALLEY MD)
BOTH
Issued 08/19/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/12/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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