Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Berger is a financial professional with over 2 years of experience in the financial services industry. Benjamin Berger holds a Series 7TO, Series 63 and SIE licenses. Benjamin Berger is currently registered with the state of Connecticut and New York and is employed by David Lerner Associates, Inc., which has its main office in Westport, Connecticut.
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.
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.
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CT
05/23/2024 - Present
David Lerner Associates, Inc. (WESTPORT CT)
BC
Issued 06/12/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/22/2024
Series 7TO - General Securities Representative Examination
BC
Issued 04/05/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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