Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Isaac Woloshin is a financial advisor with over 30 years of experience in the financial services industry. Benjamin is currently registered with State Street Global Advisors Funds Distributors, LLC. Prior to this, Benjamin was with FORESIDE FUND SERVICES, LLC, BLACKROCK INVESTMENTS, LLC, NYLIFE DISTRIBUTORS LLC, GOLDMAN, SACHS & CO., METLIFE SECURITIES INC., METROPOLITAN LIFE INSURANCE COMPANY, TOWER SQUARE SECURITIES, INC., CITICORP INVESTMENT SERVICES, NATIONSBANC ADVISORS, INC., PUTNAM MUTUAL FUNDS CORP., and UR FINANCIAL, INC. Benjamin holds FINRA Series 3, 6, 7, 24, 26, 63, and 65 licenses. Benjamin is licensed in all states of the United States.
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.
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.
1
2
NY
10/12/2020 - Present
State Street Global Advisors Funds Distributors, LLC (New York NY)
NY
10/22/2018 - 01/09/2020
FORESIDE FUND SERVICES, LLC (NEW YORK NY)
NY
09/26/2013 - 05/15/2018
BLACKROCK INVESTMENTS, LLC (NEW YORK NY)
NY
09/28/2010 - 04/20/2012
NYLIFE DISTRIBUTORS LLC (NEW YORK NY)
NY
05/14/2007 - 06/30/2010
GOLDMAN, SACHS & CO. (NEW YORK NY)
MA
08/21/2006 - 05/08/2007
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/21/2006 - 05/08/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
11/07/2002 - 08/21/2006
TOWER SQUARE SECURITIES, INC. (NEW YORK NY)
NY
06/05/2000 - 10/11/2002
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NC
04/29/1999 - 05/02/2000
NATIONSBANC ADVISORS, INC. (CHARLOTTE NC)
MA
06/13/1988 - 04/14/1999
PUTNAM MUTUAL FUNDS CORP. (BOSTON MA)
NA
05/11/1988 - 06/21/1988
UR FINANCIAL, INC.
IA
Issued 08/04/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/26/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/2018
Series 24 - General Securities Principal Examination
BC
Issued 12/14/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 02/04/2019
Series 3 - National Commodity Futures Examination
BC
Issued 05/15/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2000
Series 7 - General Securities Representative Examination
BC
Issued 05/10/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Benjamin Woloshin is the right advisor for you? Invested Better is here to help.
