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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 John Black is a financial advisor who has been in the industry since 2002. Benjamin currently works for Fidelity Personal and Workplace Advisors and has been registered with the firm since October 2022. Benjamin is registered as an investment advisor representative in Illinois and Texas and holds the Series 6, Series 7, Series 31, Series 63 and Series 65 licenses. Previously, Benjamin has worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wells Fargo Clearing Services, LLC, Morgan Stanley, and Wachovia Securities, LLC. Benjamin specializes in providing financial planning, portfolio management for businesses and individuals, and educational seminars. Benjamin John Black has over 20 years of experience in the financial industry.
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.
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.
A percentage of the total value of assets under management is charged.
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2
IL
02/13/2023 - Present
Fidelity Personal AND Workplace Advisors (NAPERVILLE IL)
IL
10/05/2018 - 10/11/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LISLE IL)
IL
03/16/2015 - 10/10/2018
WELLS FARGO CLEARING SERVICES, LLC (HINSDALE IL)
IL
07/19/2013 - 03/17/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LISLE IL)
IL
06/01/2009 - 08/07/2013
MORGAN STANLEY (LISLE IL)
IL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (LISLE IL)
IL
05/04/2006 - 04/02/2007
MORGAN STANLEY DW INC. (LISLE IL)
MO
08/30/2005 - 04/04/2006
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
TX
07/08/2002 - 08/23/2005
VAN KAMPEN FUNDS INC. (HOUSTON TX)
IL
05/06/2002 - 08/05/2002
SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)
IA
Issued 06/22/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 08/25/2003
Series 7 - General Securities Representative Examination
BC
Issued 05/03/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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