Unclaimed
Benjamin Brenner is an investment advisor representative with SPC, a firm that provides investment advice to individuals, businesses, pension plans, and charitable organizations. Benjamin has been in the industry since 2017 and holds the Series 63, 66, and 7 licenses, as well as the SIE. Before joining SPC, Benjamin worked at AXA Advisors, LLC. Benjamin is also a licensed insurance agent, selling life, long-term care, and disability insurance.
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.
Consultation services
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.
Seminar attendance fees
1
2
NJ
01/27/2025 - Present
SPC (Cedar Knolls NJ)
NY
07/13/2017 - 06/10/2020
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 03/26/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/27/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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