Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Jay Chuckrow is a financial advisor with Stifel, Nicolaus & Company, Inc. based in Saratoga Springs, NY. Benjamin has been in the financial services industry since 1984. Benjamin has a diverse background, having previously worked at companies including Wells Fargo Clearing Services, LLC, Prudential Securities Incorporated, Dean Witter Reynolds Inc., PaineWebber Incorporated, Oppenheimer & Co., Inc., Nathan & Lewis Securities, Inc., and The Dreyfus Service Corporation.
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
10/28/2021 - Present
Stifel, Nicolaus & Company, Inc. (SARATOGA SPRINGS NY)
NY
07/01/2003 - 11/09/2021
WELLS FARGO CLEARING SERVICES, LLC (SARATOGA SPRINGS NY)
NY
01/26/2001 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
08/15/1997 - 02/01/2001
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NJ
07/05/1994 - 08/26/1997
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
06/01/1987 - 07/19/1994
OPPENHEIMER & CO., INC. (NEW YORK NY)
NA
09/09/1985 - 06/15/1987
NATHAN & LEWIS SECURITIES, INC.
NA
07/20/1984 - 02/07/1985
THE DREYFUS SERVICE CORPORATION
IA
Issued 08/05/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/10/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/11/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/05/1987
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/1988
Series 3 - National Commodity Futures Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
BC
Issued 07/19/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Benjamin Chuckrow is the right advisor for you? Invested Better is here to help.
