Unclaimed
Benjamin Greene is a financial advisor with Charles Schwab & Co., Inc. Benjamin has been in the financial services industry for over 16 years and has a variety of licenses and certifications, including the Series 6, 7, 9, 10, 63, and 66 exams. Benjamin has also earned the Certified Financial Planner designation. Benjamin's professional experience includes previous positions with Fidelity Brokerage Services LLC and First Investors Corporation. Benjamin Greene is registered to provide investment advisory services in Arizona, California, Connecticut, Florida, Georgia, Indiana, Maryland, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, Texas, Utah, Vermont and Virginia. Benjamin is also a musician and a landlord.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
RI
01/06/2020 - Present
Charles Schwab & CO., Inc. (Providence RI)
CT
05/16/2006 - 01/31/2018
FIDELITY BROKERAGE SERVICES LLC (NEW HAVEN CT)
NJ
10/15/2001 - 12/21/2001
FIRST INVESTORS CORPORATION (EDISON NJ)
BOTH
Issued 10/08/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/05/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/24/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2006
Series 7 - General Securities Representative Examination
BC
Issued 10/12/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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