Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Matthew Ehrlich is a financial advisor registered with Capital Client Group, Inc.. Benjamin is a licensed financial professional offering advisory services. Benjamin has been in the financial services industry since 2014. Benjamin is currently registered with Capital Client Group, Inc. and was previously registered with NYLIFE DISTRIBUTORS LLC. Benjamin holds the Series 66, Series 24, SIE and Series 7 licenses and is registered in California, Florida, and New York.
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.
Recommending affiliate as investment adviser of sma assets
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.
As agreed upon in a manner that covers registrant's costs
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2
FL
10/09/2024 - Present
Capital Client Group, Inc. (Miami FL)
NY
10/21/2014 - 03/26/2015
NYLIFE DISTRIBUTORS LLC (NEW YORK NY)
BOTH
Issued 08/14/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/06/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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