Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Offit is a financial advisor who has been in the industry for 15 years. Benjamin is currently registered with Miracle Mile Advisors, LLC, which provides financial planning, portfolio management, and pension consulting services to individuals, families, and businesses. Previously, Benjamin was employed by Kestra Investment Services, LLC and Northwestern Mutual Investment Services, LLC. Benjamin is a Certified Financial Planner® and has a Series 6, 7, 63, and 65 licenses. He holds licenses in multiple states, including Maryland, California, Texas, and Arizona. Benjamin is committed to helping clients achieve their financial goals, providing personalized advice, and offering a wide range of financial services.
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.
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
CA
09/30/2024 - Present
Miracle Mile Advisors, LLC (LOS ANGELES CA)
MD
03/02/2016 - 11/16/2018
KESTRA INVESTMENT SERVICES, LLC (PIKESVILLE MD)
MD
09/14/2009 - 03/04/2016
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (BALTIMORE MD)
IA
Issued 01/22/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2015
Series 7 - General Securities Representative Examination
BC
Issued 09/11/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Benjamin Offit is the right advisor for you? Invested Better is here to help.
