Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Herbert Lewis is a financial advisor with Tiaa-Cref Individual & Institutional Services, LLC. Benjamin has been in the industry since January 27, 1989, with over 30 years of experience. Prior to joining Tiaa-Cref Individual & Institutional Services, LLC, Benjamin worked at Putnam Retail Management Limited Partnership, Fidelity Brokerage Services LLC and Fidelity Investments Institutional Services Company, Inc. Benjamin is licensed to provide financial services in Massachusetts. Benjamin specializes in providing financial planning, selection of other advisors, and portfolio management for individuals.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
MA
05/11/2012 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Waltham MA)
MA
03/24/2009 - 08/03/2011
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
MA
01/01/2008 - 07/14/2008
FIDELITY BROKERAGE SERVICES LLC (MARLBOROUGH MA)
MA
12/15/1988 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (MARLBOROUGH MA)
RI
07/16/1987 - 11/15/1988
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BC
Issued 07/23/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/29/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1987
Series 7 - General Securities Representative Examination
BC
Issued 07/15/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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