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Benjamin Kollender

XML Financial Group

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About Benjamin Kollender

Benjamin Kollender is a financial advisor with XML Financial Group. Benjamin has been in the industry for 2 years and specializes in providing financial planning, portfolio management, and pension consulting services. Benjamin holds Series 66, 7, and SIE licenses. Benjamin has experience working with a wide range of clients, including individuals, businesses, and charitable organizations.

Firm Information

Benjamin Kollender is currently registered with XML Financial Group. XML Financial Group is an independent financial advisory firm headquartered in Bethesda, MD. They provide a variety of services, including financial planning, pension consulting, and portfolio management for individuals, businesses, and institutions. The firm manages over $2.7 billion in assets for a diverse client base, including individuals, corporations, charitable organizations, and pension plans. They are registered with the Securities and Exchange Commission (SEC) and participate in wrap fee programs.
XML Financial Group

6901 ROCKLEDGE DRIVE

BETHESDA, MD 20817

$2.75B

Assets Under Management

34

Total Clients

29

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Benjamin Kollender’s Registration & Firm History

PA

08/27/2024 - Present

XML Financial Group (Fort Washington PA)

PA

05/16/2024 - 05/24/2024

MML INVESTORS SERVICES, LLC (BALA CYNWYD PA)

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Licenses & Designations

BOTH

Issued 08/27/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/16/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/10/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Benjamin Kollender.
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