Unclaimed
Benjamin Wilcox is a financial advisor with Perella Weinberg Partners LP. Benjamin has been in the financial services industry for over 18 years, with experience at firms such as Lehman Brothers Inc., Barclays Capital Inc. and Tudor, Pickering, Holt & Co. Securities, LLC. Benjamin holds Series 7, 24, 63, 79TO and SIE licenses and is registered in New York and Texas.
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
TX
05/01/2009 - Present
Perella Weinberg Partners LP (Houston TX)
TX
07/02/2021 - 11/18/2021
TUDOR, PICKERING, HOLT & CO. SECURITIES, LLC (HOUSTON TX)
NY
09/22/2008 - 03/09/2009
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
05/01/2006 - 09/22/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
02/06/2004 - 04/13/2006
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
BC
Issued 02/06/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/17/2019
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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