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Benjamin E Simonds

Columbia Management Investment Distributors, Inc.

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About Benjamin E Simonds

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.

Firm Information

Benjamin Simonds is currently registered with Columbia Management Investment Distributors, Inc.. Columbia Management Investment Distributors, Inc. is a corporation formed in April 1978. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has been involved in at least one civil event.

Not reported

Assets Under Management

Not reported

Total Clients

41

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Benjamin Simonds’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Benjamin E Simonds.
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