Unclaimed
Benjamin Krich is a financial advisor with over 11 years of experience in the financial services industry. Benjamin is currently registered with J.P. Morgan Securities LLC. Benjamin's previous experience includes roles at Edward Jones, Stifel, Nicolaus & Company, Incorporated and Northwestern Mutual Investment Services, LLC. Benjamin has a Series 6, 7, 63, and 66 license. Benjamin is a specialist in a variety of financial planning areas, including portfolio management for individuals and businesses, and pension consulting. Benjamin Krich is also registered with the state of Florida as an investment advisor representative.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
FL
02/27/2024 - Present
J.p. Morgan Securities LLC (Nokomis FL)
IL
10/11/2019 - 03/06/2024
EDWARD JONES (Fox River Grove IL)
IL
07/07/2017 - 09/25/2019
STIFEL, NICOLAUS & COMPANY, INCORPORATED (LAKE FOREST IL)
IL
03/20/2012 - 11/15/2016
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ELGIN IL)
BOTH
Issued 12/16/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/24/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2017
Series 7 - General Securities Representative Examination
BC
Issued 03/19/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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