Unclaimed
Benjamin Pagett is a financial advisor with Natixis Advisors, LLC. Benjamin has been working in the financial services industry since November 21, 2016. Benjamin is licensed in 53 states and jurisdictions. Benjamin previously worked at Equitable Advisors, LLC and LPL Financial LLC. Benjamin holds Series 7, 24, 31, and 66 licenses.
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.
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.
Strategic management for diversified investment portfolios.
Overlay portfolio management and model research provider.
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.
A percentage of wrap sponsor fees.
1
2
MA
07/21/2021 - Present
Natixis Advisors, LLC (BOSTON MA)
MA
07/12/2019 - 10/09/2020
EQUITABLE ADVISORS, LLC (WELLESLEY MA)
MA
10/27/2017 - 12/06/2017
LPL FINANCIAL LLC (BOSTON MA)
MA
10/31/2012 - 02/08/2016
LPL FINANCIAL LLC (QUINCY MA)
BOTH
Issued 07/16/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/11/2022
Series 24 - General Securities Principal Examination
BC
Issued 12/09/2022
Series 31 - Futures Managed Funds Examination
BC
Issued 12/06/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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