Unclaimed
Benjamin Mckinnon Marlor is an investment advisor representative who has been in the industry since 2021. Benjamin has a Series 66, Series 7TO, and SIE. Benjamin is currently registered with MML Investors Services, LLC in Connecticut and Texas. Benjamin was previously registered with BlackRock Investments, LLC in New Jersey from 2021 to 2023. Benjamin has experience with investment companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Benjamin is also an expert in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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.
Asset allocation programs
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.
Solicitors fees
1
2
CT
04/12/2024 - Present
MML Investors Services, LLC (Manchester CT)
NJ
08/16/2021 - 11/15/2023
BLACKROCK INVESTMENTS, LLC (PRINCETON NJ)
BOTH
Issued 11/18/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/16/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/03/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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