Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Thomas Mullally is a financial advisor with Alamo Capital. He is registered with FINRA as well as with the states of California, Georgia, Illinois, Indiana, Maryland, Nevada, New York, Oklahoma, Oregon and Texas. Benjamin has been in the financial industry for over 10 years. He holds the Series 7, Series 63 and SIE licenses. He specializes in portfolio management for individuals and businesses, financial planning and the selection of other advisors. He is also available to conduct educational seminars.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
06/16/2010 - Present
Alamo Capital (WALNUT CREEK CA)
BC
Issued 09/15/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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