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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Quilty is a financial advisor with over 15 years of experience in the industry. Benjamin is a Certified Financial Planner and has a wide range of experience in providing financial advice to individuals, families, and businesses. Benjamin is currently registered with Pinnacle Investments, LLC and has a number of licenses and registrations, including Series 4, 7, 24, 53, and 66. Benjamin specializes in financial planning, portfolio management, and educational seminars. Benjamin has been with Pinnacle Investments since 2010 and has a strong track record of success. Benjamin is committed to providing clients with personalized financial advice and helping them 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.
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.
A percentage of the total value of assets under management is charged.
Educational workshops
1
2
NY
06/13/2022 - Present
Pinnacle Investments, LLC (EAST SYRACUSE NY)
NY
01/24/2008 - 11/04/2010
CITIGROUP GLOBAL MARKETS INC. (MOUNT KISCO NY)
BOTH
Issued 03/07/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/18/2014
Series 4 - Registered Options Principal Examination
BC
Issued 08/05/2014
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/19/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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