Unclaimed
Benjamin Partridge is an investment advisor representative currently registered with Northwestern Mutual Investment Services, LLC. Benjamin has been in the securities industry since 2021 and has a Series 7TO, Series 66 and SIE licenses. Benjamin previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Benjamin is licensed to provide investment advice in Georgia.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
GA
05/07/2024 - Present
Northwestern Mutual Investment Services, LLC (ATLANTA GA)
GA
03/12/2021 - 04/02/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (AUGUSTA GA)
BOTH
Issued 04/09/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/12/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/22/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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