Unclaimed
Benjamin Silberman is a financial advisor with over 25 years of experience in the industry. He is currently registered with Ameriprise Financial Services, LLC and has previously worked for several other firms including Oppenheimer & Co. Inc., Citigroup Global Markets Inc., Prudential Securities Incorporated, Polaris Financial Services, Inc., Putnam Mutual Funds Corp., American Express Financial Advisors Inc., and IDS Life Insurance Company. Benjamin is licensed to provide financial advice in 35 states and holds Series 7, Series 63, and Series 65 licenses. Benjamin is a highly qualified and experienced financial advisor who is committed to providing his clients with personalized financial advice.
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 services
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
FL
09/04/2012 - Present
Ameriprise Financial Services, LLC (PALM BEACH GARDENS FL)
FL
04/28/2008 - 09/04/2012
OPPENHEIMER & CO. INC. (PALM BEACH GARDENS FL)
FL
07/08/2002 - 05/01/2008
CITIGROUP GLOBAL MARKETS INC. (ORMOND BEACH FL)
NY
11/05/1998 - 07/24/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NH
03/31/1998 - 11/24/1998
POLARIS FINANCIAL SERVICES, INC. (CONCORD NH)
MA
02/24/1997 - 11/19/1997
PUTNAM MUTUAL FUNDS CORP. (BOSTON MA)
MN
11/01/1995 - 10/30/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/01/1995 - 10/30/1996
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 02/22/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/07/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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