Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Mohr is an active broker and investment advisor representative currently registered with Citigroup Global Markets Inc.. Benjamin has been in the industry since 2018 and has experience with Deutsche Bank Securities Inc., Credit Suisse Securities (USA) LLC, Jefferies & Company, Inc., and Morgan Stanley DW Inc. He holds a Series 31, Series 63, Series 66, Series 7, Series 7TO, Series 87, and SIE licenses. Benjamin provides financial planning, security ratings, asset allocation advice, pension consulting, portfolio management for individuals and businesses, and publication of periodicals.
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.
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.
Asset allocation advice
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
NY
07/29/2024 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
NY
06/07/2023 - 07/26/2024
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
05/09/2022 - 05/01/2023
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NY
07/20/2007 - 04/15/2008
JEFFERIES & COMPANY, INC. (NEW YORK NY)
NY
09/24/2002 - 07/26/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BC
Issued 04/18/2022
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 10/14/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/23/2022
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 05/09/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/21/2022
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 09/23/2002
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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