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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 Messmer is an investment advisor representative at LPL Financial LLC. Benjamin Messmer has been in the industry since September 12, 2016. Benjamin Messmer is currently registered with FINRA as a registered representative and with the state of New York as an investment advisor representative. Benjamin Messmer is also registered with the state of Maryland as an investment advisor representative, but the registration is pending. Benjamin Messmer has previously worked at M&T Securities, Inc. and AXA Advisors, LLC. Benjamin Messmer has passed the Series 6, 7, 63 and 65 exams. Benjamin Messmer specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, and other non-discretionary advisory services.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
08/16/2021 - Present
LPL Financial LLC (ROCHESTER NY)
NY
04/02/2020 - 06/09/2021
M&T SECURITIES, INC. (ROCHESTER NY)
NY
11/18/2014 - 06/05/2018
AXA ADVISORS, LLC (ROCHESTER NY)
IA
Issued 01/09/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/02/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/05/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2016
Series 7 - General Securities Representative Examination
BC
Issued 11/18/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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