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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 Fraser Fernandez is a registered investment advisor representative with LPL Financial LLC, based in Middletown, RI. Benjamin has been in the industry since October 22, 2013. Benjamin holds Series 7, 24, 63 and 65 licenses, and is registered with the state of Rhode Island and 12 other states. Benjamin offers financial planning and portfolio management services to a wide range of clients, including individuals, families, businesses and charitable organizations.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
RI
05/01/2020 - Present
LPL Financial LLC (MIDDLETOWN RI)
IA
Issued 02/04/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/19/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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