Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Lingenfelter is a financial advisor with LPL Financial LLC and has been in the financial services industry since 1999. Benjamin holds the Series 7, 6, 63 and 65 securities licenses. Benjamin is a registered representative in Arizona, California, Florida, Nevada, New York, North Carolina, Pennsylvania, Virginia and West Virginia. Benjamin is also a Registered Investment Advisor in New York. Benjamin has previously worked at Ameriprise Financial Services, Inc. and David Lerner Associates, Inc.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
12/01/2021 - Present
LPL Financial LLC (LAKE GROVE NY)
NY
06/04/2018 - 07/31/2019
AMERIPRISE FINANCIAL SERVICES, INC. (Smithtown NY)
NY
06/02/2011 - 06/08/2018
LPL FINANCIAL LLC (LAKE GROVE NY)
NY
01/17/2000 - 06/20/2011
DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)
NY
05/14/1999 - 11/18/1999
AXA ADVISORS, LLC (NEW YORK NY)
NY
05/14/1999 - 11/18/1999
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 11/30/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/07/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2000
Series 7 - General Securities Representative Examination
BC
Issued 05/13/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Benjamin Lingenfelter is the right advisor for you? Invested Better is here to help.
