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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 Menconi is an investment advisor representative with Polen Capital Management, LLC. Benjamin has been in the financial industry since 2012. Benjamin holds the Series 63, Series 65, Series 7, and SIE licenses. Benjamin's previous experience includes roles at Quasar Distributors, LLC, Northern Trust Securities, Inc., Northern Lights Distributors, LLC, DEAWM Distributors, Inc., Putnam Retail Management Limited Partnership, and LPL Financial LLC. Benjamin specializes in portfolio management for individuals, investment companies, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
09/12/2024 - Present
Polen Capital Management, LLC (BOCA RATON FL)
ME
09/02/2022 - 08/12/2024
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
IL
09/14/2018 - 08/23/2022
NORTHERN TRUST SECURITIES, INC. (CHICAGO IL)
NE
12/02/2015 - 08/23/2018
NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)
IL
10/21/2013 - 10/07/2015
DEAWM DISTRIBUTORS, INC. (CHICAGO IL)
MA
06/27/2012 - 09/23/2013
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (ANDOVER MA)
IL
06/15/2012 - 06/26/2012
LPL FINANCIAL LLC (NAPERVILLE IL)
IA
Issued 12/11/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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