Unclaimed
Benjamin Lodico is a financial advisor with Private Advisor Group, LLC. Benjamin has been in the financial industry since 2007. Benjamin is licensed to provide financial services in 11 states, including District of Columbia, Florida, Georgia, Maryland, New York, North Carolina, Ohio, Oregon, Pennsylvania, and Virginia. Benjamin offers financial planning services to individuals and businesses. Benjamin also offers portfolio management services to individuals, businesses, and pension and profit sharing plans. Benjamin is committed to providing his clients with personalized financial advice and guidance. He has a strong understanding of the financial markets and a proven track record of success. Benjamin is dedicated to helping his clients achieve their 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Solicitation/referral
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/referral fees
1
2
NJ
11/03/2014 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
PA
07/26/2007 - 09/05/2013
EDWARD JONES (PITTSBURGH PA)
BOTH
Issued 08/10/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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