Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Mersky is a financial professional with over 8 years of experience in the financial services industry. Benjamin currently works at Cetera Investment Advisers LLC, a firm that has over 100 billion dollars in assets under management. Before Cetera Investment Advisers, Benjamin was a financial advisor at PFS Investments Inc. Benjamin is licensed in several states, including Pennsylvania, Texas, and California. Benjamin also has a number of professional licenses including Series 6, 7, 63, 66, and 99. Benjamin has a commitment to providing clients with personalized financial advice and has a strong reputation for building lasting relationships.
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.
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.
1
2
PA
07/10/2024 - Present
Cetera Investment Advisers LLC (MECHANICSBURG PA)
PA
01/06/2022 - 04/25/2022
PFS INVESTMENTS INC. (CONSHOHOCKEN PA)
BOTH
Issued 3/11/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/17/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/27/2023
Series 7TO - General Securities Representative Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 1/6/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/4/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Benjamin Mersky is the right advisor for you? Invested Better is here to help.
