Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Kopp is a financial advisor with over 7 years of experience in the financial services industry. Benjamin is currently registered with Principal Securities, Inc. and has been actively involved in the financial services industry since 2016. Benjamin is registered to provide investment advice in New York, Florida, and Tennessee. Benjamin previously held positions at VALIC Financial Advisors, Inc. and MML Investors Services, LLC. Benjamin specializes in providing financial planning, investment advice, and pension consulting services to individuals, families, and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
Seminar fees, solicitors fees, subscription consulting fees
1
2
NY
08/04/2023 - Present
Principal Securities, Inc. (Amherst NY)
NY
12/17/2018 - 08/16/2023
VALIC FINANCIAL ADVISORS, INC. (BUFFALO NY)
NY
10/28/2016 - 12/11/2018
MML INVESTORS SERVICES, LLC (AMHERST NY)
IA
Issued 06/04/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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