Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Sokol is a financial professional with over 20 years of experience in the financial services industry. Benjamin is a Certified Financial Planner™ and a Chartered Financial Consultant. Benjamin is currently registered with Fidelity Personal And Workplace Advisors as a Registered Representative in New York and Texas. Prior to joining Fidelity Personal And Workplace Advisors, Benjamin was a Financial Advisor with J.P. MORGAN SECURITIES LLC in Larchmont, NY for over 7 years.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NY
07/08/2022 - Present
Fidelity Personal AND Workplace Advisors (CHAPPAQUA NY)
NY
09/07/2012 - 10/31/2019
J.P. MORGAN SECURITIES LLC (LARCHMONT NY)
NY
07/08/2011 - 01/13/2012
G-2 TRADING,LLC (NEW YORK NY)
NY
04/13/2011 - 07/08/2011
BENCHMARQ TRADING PARTNERS LLC (NEW YORK NY)
NY
09/03/2009 - 03/22/2011
MADISON PROPRIETARY TRADING GROUP, LLC (NEW YORK NY)
NY
07/22/2002 - 09/04/2009
RBC PROFESSIONAL TRADER GROUP LLC (NEW YORK NY)
BOTH
Issued 05/18/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/19/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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