Unclaimed
Benjamin Carlson is a financial advisor currently registered with Mizuho Securities USA LLC and CSP Securities, LP. Benjamin has a broad range of experience in the industry, having previously worked at Greenhill & Co., LLC, KKR Capital Markets LLC, and Credit Suisse Securities (USA) LLC. Benjamin holds a Series 7TO, Series 63 and SIE license and is currently registered in 52 states.
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.
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.
1
2
NY
03/15/2024 - Present
Mizuho Securities USA LLC (NEW YORK NY)
NY
04/20/2023 - 03/11/2024
GREENHILL & CO., LLC (NEW YORK NY)
NY
08/20/2020 - 11/21/2022
KKR CAPITAL MARKETS LLC (New York NY)
NY
04/16/2019 - 07/30/2020
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
BC
Issued 05/17/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/16/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/22/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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