Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Crowder is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Benjamin has been in the industry since 2007. Previously, Benjamin worked for BMO HARRIS FINANCIAL ADVISORS, INC., NORTHERN TRUST SECURITIES, INC., VISION INVESTMENT SERVICES, INC., SECURIAN FINANCIAL SERVICES, INC., and SCUDDER DISTRIBUTORS, INC. Benjamin is registered in 24 states and holds the Series 7, Series 6, Series 63, Series 65, Series 66, and SIE licenses. Benjamin specializes in providing financial advice to individuals, corporations, charitable organizations, pension and profit-sharing plans, and high-net-worth individuals.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
04/10/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
IL
02/09/2016 - 03/20/2018
BMO HARRIS FINANCIAL ADVISORS, INC. (CHICAGO IL)
IL
04/13/2004 - 05/13/2015
NORTHERN TRUST SECURITIES, INC. (OAKBROOK TERRACE IL)
IL
03/16/2009 - 09/30/2011
VISION INVESTMENT SERVICES, INC. (OAK BROOK IL)
MN
12/20/2002 - 02/27/2004
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
IL
05/18/2001 - 12/13/2002
SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)
BOTH
Issued 03/13/2023
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/19/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/08/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/06/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/15/2023
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2006
Series 7 - General Securities Representative Examination
BC
Issued 05/17/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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