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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 Jacob Zimbel is a financial advisor registered with MML Investors Services, LLC. Benjamin is a licensed investment advisor representative and has been in the industry for almost 10 years, having previously worked with Hornor, Townsend & Kent, LLC, Purshe Kaplan Sterling Investments, and VOYA Financial Advisors, Inc. Benjamin holds Series 6, 63, 6TO, and SIE licenses. Benjamin specializes in various financial areas, including individual portfolio management, business portfolio management, asset allocation, 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.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation programs
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.
Solicitors fees
1
2
MA
04/12/2024 - Present
MML Investors Services, LLC (BOSTON MA)
MA
04/02/2015 - 05/25/2021
HORNOR, TOWNSEND & KENT, LLC (WAKEFIELD MA)
MA
10/03/2014 - 04/15/2015
PURSHE KAPLAN STERLING INVESTMENTS (Boston MA)
MA
07/13/2012 - 10/03/2014
VOYA FINANCIAL ADVISORS, INC. (BOSTON MA)
BC
Issued 11/03/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/01/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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