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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 Caday is a financial advisor with Equitable Advisors, LLC, a large firm that provides financial services to individuals, families, and businesses. Benjamin Caday has been in the financial services industry since 1993 and has experience in a number of areas, including financial planning, portfolio management, and insurance. Benjamin Caday has the Series 7, 24, 63 and 65 licenses. Benjamin Caday's firm provides financial planning, portfolio management, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and portfolio management for individuals.
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.
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2
CA
03/12/2020 - Present
Equitable Advisors, LLC (IRVINE CA)
CA
11/01/2016 - 03/14/2018
KESTRA INVESTMENT SERVICES, LLC (SAN DIEGO CA)
CA
09/23/1998 - 11/07/2016
PRESIDENTIAL BROKERAGE, INC. (SAN DIEGO CA)
CA
01/12/1998 - 09/18/1998
WALDRON & CO., INC. (IRVINE CA)
TX
06/27/1996 - 02/06/1998
PRESIDENTIAL BROKERAGE, INC. (AUSTIN TX)
CO
08/23/1991 - 06/28/1996
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
IA
Issued 12/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/29/1993
Series 24 - General Securities Principal Examination
BC
Issued 03/14/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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