Unclaimed
Benjamin E. Simonds is a financial advisor based in Boston, Massachusetts. Benjamin has been in the securities industry since February 8, 2012, and is currently registered with Columbia Management Investment Distributors, Inc. Benjamin has held previous registrations with Foreside Fund Services, LLC and National Financial Services LLC. Benjamin has a strong track record of providing financial advice and has a wide range of experience in the industry.
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.
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2
MA
07/22/2015 - Present
Columbia Management Investment Distributors, Inc. (BOSTON MA)
MA
12/21/2011 - 12/05/2013
FORESIDE FUND SERVICES, LLC (BOSTON MA)
MA
09/22/2008 - 03/19/2010
NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)
BC
Issued 01/16/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/2014
Series 30 - NFA Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2013
Series 3 - National Commodity Futures Examination
BC
Issued 09/19/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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