Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Davidson is a financial advisor with over 2 years of experience in the financial industry. Benjamin has a strong background in investments, insurance, and financial planning. Benjamin is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc., which is a well-known financial services firm with a vast array of services and products. Benjamin's previous work includes experience with Northwestern Mutual Investment Services, LLC, and Securities America, Inc.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
WA
02/28/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (VANCOUVER WA)
WA
07/31/2023 - 01/26/2024
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Vancouver WA)
WA
10/02/2022 - 01/05/2023
SECURITIES AMERICA, INC. (Vancouver WA)
BOTH
Issued 12/03/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/01/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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