Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Chamberlain is a financial advisor with over 20 years of experience in the financial services industry. Benjamin is currently registered with LPL Financial LLC and Wealthcare Advisory Partners LLC. Benjamin has experience in providing financial planning, portfolio management, and investment advisory services to individuals, families, and businesses. Benjamin holds Series 6, 7, 63, and 65 licenses.
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.
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2
NY
10/31/2022 - Present
LPL Financial LLC (BURNT HILLS NY)
NJ
02/13/2019 - 11/08/2022
M HOLDINGS SECURITIES, INC. (Morristown NJ)
NY
09/03/2015 - 02/14/2019
EQUITY SERVICES, INC. (SARATOGA SPRINGS NY)
NY
04/11/2013 - 09/14/2015
MML INVESTORS SERVICES, LLC (ALBANY NY)
NY
07/16/2008 - 04/10/2013
SIGNATOR INVESTORS, INC. (SARATOGA SPRINGS NY)
NY
07/06/2007 - 06/26/2008
METLIFE SECURITIES INC. (LATHAM NY)
NY
07/27/2006 - 06/18/2007
PARK AVENUE SECURITIES LLC (LATHAM NY)
MA
10/28/1999 - 01/10/2006
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
10/28/1999 - 01/10/2006
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 12/20/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/29/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/17/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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