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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 Farrell is an investment advisor representative with Eagle Strategies LLC in Saratoga Springs, NY. Benjamin has been working in the financial services industry since 2020. Benjamin is registered to provide investment advice in New York. Prior to joining Eagle Strategies LLC, Benjamin worked at EQUITY SERVICES, INC. in Clifton Park, NY. Benjamin holds the Series 66, 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.
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.
Personalized portfolio management to meet individual financial objectives.
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.
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NY
06/24/2024 - Present
Eagle Strategies LLC (SARATOGA SPRINGS NY)
NY
05/21/2020 - 12/31/2023
EQUITY SERVICES, INC. (CLIFTON PARK NY)
BOTH
Issued 6/17/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/21/2020
Series 7TO - General Securities Representative Examination
BC
Issued 2/6/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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