Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Zaharias is a financial professional with over 20 years of experience in the securities industry. Benjamin is currently registered with Gradient Securities, LLC, and has held previous roles with firms including Brookstone Securities, Inc., J.W. Cole Financial, Inc., and Linsco/Private Ledger Corp. Benjamin is registered in a number of states including Florida, Alabama, Arizona, California, Georgia, Maryland, North Carolina, Ohio, Pennsylvania, and South Carolina, offering a range of services including financial planning, selection of other advisors, and portfolio management for individuals. Benjamin's experience and expertise allow him to provide clients with a customized approach to meet their individual financial goals.
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.
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.
Solicitor fees
1
2
FL
04/06/2015 - Present
Gradient Securities, LLC (OCALA FL)
FL
10/02/2009 - 05/08/2012
BROOKSTONE SECURITIES, INC. (OCALA FL)
FL
08/17/2006 - 10/05/2009
J.W. COLE FINANCIAL, INC. (OCALA FL)
FL
04/05/2006 - 08/18/2006
LINSCO/PRIVATE LEDGER CORP. (OCALA FL)
FL
06/07/2004 - 04/05/2006
J.W. COLE FINANCIAL, INC. (OCALA FL)
CA
01/14/2003 - 06/04/2004
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
BC
Issued 10/10/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/08/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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