Unclaimed
Benjamin Stewart is a financial advisor who has been in the industry since May 19, 2000. Benjamin is currently registered with MML Investors Services, LLC and has held previous registrations with MSI Financial Services, INC., MetLife Investors Distribution Company, New England Securities, Tower Square Securities, INC., Walnut Street Securities, INC., and General American Distributors, INC. Benjamin Stewart holds the Series 63, 65, 24, SIE and Series 7 securities licenses. Benjamin Stewart is specialized in providing financial services such as investment management, financial planning, pension consulting, and educational seminars. Benjamin Stewart has an impressive history of working with a wide range of clients, including high-net-worth individuals, corporations, and pension plans. Benjamin Stewart's experience and expertise make him a valuable resource for clients seeking financial guidance.
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.
Asset allocation programs
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.
Solicitors fees
1
2
MA
03/25/2017 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
MA
01/23/2012 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SPRINGFIELD MA)
NY
01/23/2012 - 07/08/2016
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
NY
01/23/2012 - 01/02/2015
NEW ENGLAND SECURITIES (NEW YORK NY)
CA
11/19/2010 - 09/06/2013
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
CA
05/08/2003 - 09/06/2013
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
07/18/2002 - 05/05/2003
GENERAL AMERICAN DISTRIBUTORS, INC. (NEW YORK CITY NY)
CA
05/18/2000 - 07/18/2002
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
BC
Issued 12/09/1999
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/04/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/30/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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