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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 Clark is a financial advisor who has been in the industry since 2003. Currently, Benjamin is associated with Merrill Lynch, Pierce, Fenner & Smith Inc.. Previously, Benjamin was associated with SunTrust Investment Services, Inc.. Benjamin holds the Series 7, Series 63, Series 65, and Series 66 licenses. Benjamin's practice specializes in portfolio management for individuals and businesses, as well as pension consulting and educational seminars.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
FL
09/18/2015 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PONTE VEDRA BEACH FL)
FL
12/13/2013 - 09/21/2015
SUNTRUST INVESTMENT SERVICES, INC. (JACKSONVILLE FL)
FL
04/09/2002 - 12/16/2011
SUNTRUST INVESTMENT SERVICES, INC. (JACKSONVILLE FL)
GA
05/26/2000 - 12/20/2000
SUNTRUST SECURITIES, INC. (ATLANTA GA)
NY
10/16/1997 - 05/06/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 03/31/2004
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/29/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/21/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1997
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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