Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Burnett is a financial advisor with Stifel, Nicolaus & Company, Inc. in DeWitt, NY. Benjamin has over 10 years of experience in the financial services industry. Benjamin holds Series 7, 86, 87 and SIE licenses, and has a Series 63 license. Benjamin is registered to provide investment advice and services in New York. Previous to joining Stifel, Nicolaus & Company, Inc., Benjamin was employed by Leerink Partners LLC.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
03/26/2018 - Present
Stifel, Nicolaus & Company, Inc. (DEWITT NY)
NY
02/01/2017 - 03/20/2018
LEERINK PARTNERS LLC (NEW YORK NY)
BC
Issued 03/21/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2017
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 05/12/2017
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 02/01/2017
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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