Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Gerald is a financial advisor with MML Investors Services, LLC, a firm based in Springfield, MA. Benjamin has been in the financial services industry since 2011 and holds a number of licenses and certifications, including Series 6, 7, 63, and 65. Benjamin is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Benjamin has experience in providing financial planning, portfolio management, and other advisory 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.
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.
Asset allocation programs
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.
Solicitors fees
1
2
TX
09/21/2022 - Present
MML Investors Services, LLC (McKinney TX)
TX
05/05/2021 - 09/27/2022
NYLIFE SECURITIES LLC (DALLAS TX)
NY
03/27/2014 - 03/02/2020
NYLIFE DISTRIBUTORS LLC (SLEEPY HOLLOW NY)
NY
11/13/2009 - 03/27/2014
NYLIFE SECURITIES LLC (NEW YORK NY)
IA
Issued 04/26/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2015
Series 7 - General Securities Representative Examination
BC
Issued 11/12/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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