Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Naftalis is a financial advisor with State Farm VP Management Corp. Benjamin has been in the financial services industry since 2023 and has experience in providing investment advice and financial planning. Benjamin holds Series 7, 63, 66 and SIE licenses. Benjamin is registered with the state of Texas. Benjamin previously worked at Equitable Advisors, LLC.
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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2
TX
03/26/2024 - Present
State Farm VP Management Corp. (RICHARDSON TX)
TX
06/06/2023 - 01/19/2024
EQUITABLE ADVISORS, LLC (DALLAS TX)
BOTH
Issued 11/11/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/01/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/06/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/22/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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