Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Dimaio is a financial advisor at Fidelity Personal and Workplace Advisors, located in Lake Grove, NY. He is licensed to provide financial advice in the state of New York and Texas. Benjamin has over 20 years of experience in the financial services industry. Before joining Fidelity Personal and Workplace Advisors, he worked at Patrick Capital Markets, LLC, Lincoln Financial Distributors, Inc., and Merrill Lynch. He is registered with FINRA and holds the Series 6, 7, 63, 65, 24, and 4 licenses. Benjamin specializes in providing financial advice to individuals, businesses, and retirement plans. He offers a variety of services, including financial planning, portfolio management, and educational seminars.
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
NY
01/25/2022 - Present
Fidelity Personal AND Workplace Advisors (LAKE GROVE NY)
CA
06/27/2019 - 12/23/2020
PATRICK CAPITAL MARKETS, LLC (Corona del Mar CA)
PA
01/27/2010 - 07/01/2019
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
NY
02/27/2003 - 01/04/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GARDEN CITY NY)
NY
02/15/2001 - 11/04/2002
GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)
NY
05/03/1999 - 10/04/2000
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
IA
Issued 11/15/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/05/2001
Series 4 - Registered Options Principal Examination
BC
Issued 05/04/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2000
Series 7 - General Securities Representative Examination
BC
Issued 04/30/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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