Unclaimed
Benjamin David Ellern is a financial advisor who has been in the industry since October 2005. Currently, Benjamin Ellern is registered with Blackrock Investment Management, LLC in Princeton, New Jersey. Previously, Benjamin Ellern was registered with FAM DISTRIBUTORS, INC. in New York, New York. Benjamin Ellern has passed the Series 66, Series 7, and SIE exams and holds a Series 66 registration in New Jersey. Benjamin Ellern is also registered in New York and New Jersey as an investment advisor representative. Benjamin Ellern specializes in providing investment advisory services to insurance companies, investment companies, charitable organizations, high-net-worth individuals, other investment advisors, pooled investment vehicles, corporations or other businesses, and individuals other than high-net-worth individuals.
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.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NJ
09/29/2006 - Present
Blackrock Investment Management, LLC (PRINCETON NJ)
NY
11/01/2005 - 09/29/2006
FAM DISTRIBUTORS, INC. (NEW YORK NY)
BOTH
Issued 11/28/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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