Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Helvey is a registered investment advisor representative with Rockefeller Financial LLC. Benjamin is also registered with Rockefeller Capital Management. Benjamin Helvey has been in the industry since 2002. Benjamin is licensed in 38 states and 2 other jurisdictions. Benjamin Helvey works with clients such as individuals, corporations, and trusts. Benjamin provides a variety of services to clients, including financial planning and portfolio management. Benjamin has a long history of working with clients, having previously worked at Morgan Stanley, Morgan Stanley Private Bank, and Credit Suisse Securities.
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.
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
CA
03/11/2021 - Present
Rockefeller Financial LLC (Los Angeles CA)
CA
09/09/2013 - 03/30/2021
MORGAN STANLEY (LOS ANGELES CA)
CA
09/22/2008 - 10/01/2013
CREDIT SUISSE SECURITIES (USA) LLC (LOS ANGELES CA)
CA
02/17/2004 - 09/24/2008
LEHMAN BROTHERS INC. (LOS ANGELES CA)
NY
04/17/2002 - 02/17/2004
NEUBERGER BERMAN, LLC (NEW YORK NY)
BOTH
Issued 08/12/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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