Unclaimed
Benjamin Pintaric is a financial professional with over 15 years of experience in the investment industry. Benjamin is currently registered with Key Investment Services LLC, a firm with a focus on individual and institutional clients. Benjamin's prior experience includes roles with Mutual of Omaha Investor Services, Inc., Symetra Securities, Inc. and Jackson National Life Distributors LLC. Benjamin has a wide range of knowledge and experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. Benjamin is a Series 6, 7, 63, 66, 99 and SIE licensed financial professional.
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.
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.
1
2
OH
11/20/2023 - Present
KEY Investment Services LLC (BROOKLYN OH)
CO
06/20/2022 - 09/14/2022
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (CENTENNIAL CO)
WA
09/30/2013 - 11/11/2021
SYMETRA SECURITIES, INC. (BELLEVUE WA)
WA
05/05/2011 - 09/30/2013
SYMETRA INVESTMENT SERVICES, INC. (BELLEVUE WA)
CO
09/26/2005 - 05/06/2011
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
BOTH
Issued 11/17/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/06/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/14/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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