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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 Thomas Jolly is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. in Bethesda, MD. Benjamin has been in the financial services industry since April 2003. Prior to joining Merrill Lynch, Benjamin worked at Signator Investors, Inc. in Vienna, VA. Benjamin holds licenses for both securities and investment advising in multiple states including MD, TX, and CA. Benjamin specializes in working with high-net-worth individuals, corporations, and pension and profit sharing plans.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MD
04/06/2015 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BETHESDA MD)
VA
04/01/2003 - 08/13/2013
SIGNATOR INVESTORS, INC. (VIENNA VA)
IA
Issued 03/26/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/09/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2004
Series 7 - General Securities Representative Examination
BC
Issued 03/29/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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