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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 Halter is a financial advisor with Janney Montgomery Scott LLC, a firm that provides investment advisory and financial planning services to a wide range of clients, including individuals, businesses, and institutional investors. Benjamin is a registered representative with a Series 7 license and has been in the securities industry since July 2017. Benjamin also holds the Series 66 license which qualifies him to provide investment advice to both individuals and businesses. Benjamin specializes in helping clients develop and implement financial plans that meet their specific goals and objectives.
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.
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.
Fee plus commission
1
2
CT
02/24/2021 - Present
Janney Montgomery Scott LLC (GLASTONBURY CT)
CT
07/07/2017 - 11/19/2018
RBC CAPITAL MARKETS, LLC (GLASTONBURY CT)
BOTH
Issued 10/23/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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