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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Emory is an investment advisor representative registered with Ameriprise Financial Services, LLC. Benjamin has been in the financial services industry since September 23, 2017. Benjamin holds licenses in the states of Connecticut, Pennsylvania and Texas. Benjamin provides financial planning services to individuals, businesses, and trusts and estates. Benjamin Emory's experience includes time spent at Fidelity Brokerage Services LLC, Lincoln Financial Advisors Corporation, and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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 services
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.
1
2
PA
04/21/2023 - Present
Ameriprise Financial Services, LLC (LANCASTER PA)
CT
09/17/2021 - 11/01/2022
FIDELITY BROKERAGE SERVICES LLC (WEST HARTFORD CT)
CT
02/25/2019 - 06/23/2021
LINCOLN FINANCIAL ADVISORS CORPORATION (GLASTONBURY CT)
MA
04/13/2017 - 02/08/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SPRINGFIELD MA)
BOTH
Issued 05/22/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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