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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 Petrilli is a financial advisor with over 20 years of experience in the industry. Benjamin is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since 2009. Previously, Benjamin was registered with Citigroup Global Markets Inc. and Legg Mason Wood Walker, Incorporated. Benjamin offers a variety of financial services to his clients, including financial planning, portfolio management, and investment consulting. Benjamin is licensed in multiple states and has passed numerous industry exams, including the Series 66, Series 7, and Securities Industry Essentials Examination.
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.
Investment consulting services to institutional clients
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
MD
03/16/2009 - Present
Wells Fargo Clearing Services, LLC (LUTHERVILLE MD)
MD
02/21/2006 - 03/23/2009
CITIGROUP GLOBAL MARKETS INC. (HUNT VALLEY MD)
MD
01/10/2003 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 01/24/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2003
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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