Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Roman Dzialo is a financial advisor with Foundations Investment Advisors LLC. Benjamin has a background in insurance and has been working in the financial industry since 2005. Benjamin has also held previous positions with Alt Fund Distributors LLC, FRED ALGER & CO., INC. and Abbey Capital (US) LLC. Benjamin holds a Series 6, 7, 24 and 63 securities license as well as the SIE exam. Benjamin is also a Chartered Financial Analyst. In addition to his work with Foundations Investment Advisors LLC, Benjamin also works as an insurance agent for Combined Benefits United in Hallowell, Maine. Benjamin has experience in various financial planning services and provides financial advice to both individuals and corporations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
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NY
05/30/2024 - Present
Foundations Investment Advisors LLC (Bayville NY)
NY
03/02/2017 - 02/05/2024
ALT FUND DISTRIBUTORS LLC (New York NY)
NY
03/18/2016 - 02/28/2017
ABBEY CAPITAL (US) LLC (NEW YORK NY)
NY
04/10/2014 - 04/08/2016
FRED ALGER & COMPANY, INCORPORATED (NEW YORK NY)
CO
03/14/2012 - 03/17/2014
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
CT
01/20/2012 - 03/21/2012
MML INVESTORS SERVICES, LLC (STAMFORD CT)
CT
10/26/2009 - 11/21/2011
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (SHELTON CT)
NC
03/15/2005 - 09/09/2009
AXA DISTRIBUTORS, LLC (CHARLOTTE NC)
BC
Issued 03/23/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/10/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2012
Series 7 - General Securities Representative Examination
BC
Issued 03/14/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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