Unclaimed
Benjamin Chafitz is a financial advisor currently registered with Osaic Wealth, Inc. with offices in UNIONDALE, NY. Benjamin has over 30 years of experience in the financial services industry and holds a variety of licenses and certifications, including Series 6, 7, 24 and 63 licenses. Benjamin has a strong track record of providing financial advice to individuals, families, and businesses. In addition to his work with Osaic Wealth, Inc., Benjamin is also a partner in TSGOC, LLC, a firm that provides administrative services to other financial advisors. Benjamin is a dedicated professional who is committed to helping his clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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
06/14/2024 - Present
Osaic Wealth, Inc. (UNIONDALE NY)
NY
06/01/2009 - 06/14/2024
SECURITIES AMERICA, INC. (GARDEN CITY NY)
NY
11/26/2001 - 06/22/2009
MML INVESTORS SERVICES, INC. (GARDEN CITY NY)
CT
05/07/1992 - 11/13/2001
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
BC
Issued 05/06/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/24/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/1993
Series 7 - General Securities Representative Examination
BC
Issued 05/06/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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