Unclaimed
Benjamin Evan Lonza is a financial professional with experience in the industry. Benjamin is currently registered with Redi Global Technologies LLC. Benjamin has held previous roles at NYLIFE Securities LLC and Equitable Advisors, LLC. Benjamin is licensed in 53 states and holds the Series 63, Series 7TO, and SIE licenses.
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.
1
2
NY
04/04/2023 - Present
Redi Global Technologies LLC (New York NY)
NY
08/17/2021 - 02/17/2022
NYLIFE SECURITIES LLC (NEW YORK NY)
NY
05/12/2020 - 01/26/2021
EQUITABLE ADVISORS, LLC (NEW YORK NY)
BC
Issued 11/07/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/11/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/13/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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