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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 Sokol is a financial advisor at Fidelity Personal And Workplace Advisors, a firm with offices in Boston, MA. Benjamin has been in the financial services industry for over 20 years, starting his career at RBC Professional Trader Group LLC in New York, NY. Benjamin has a diverse range of experience working with different financial institutions, including J.P. Morgan Securities LLC, G-2 Trading, LLC, and Benchmarq Trading Partners LLC. Benjamin holds the Series 7, Series 63 and Series 66 licenses. Benjamin is a Certified Financial Planner and a Chartered Financial Consultant. Benjamin is licensed in over 30 states to provide financial advice, including investment planning, portfolio management, and financial planning.
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.
1
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 5/18/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/19/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/22/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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