Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Vogt is a financial professional with over 3 years of experience in the financial services industry. Benjamin currently holds a Series 7, Series 24, Series 27 and Series 99TO licenses. Benjamin is currently employed with LPL Financial LLC, where he has worked for the past 6 months. Prior to joining LPL, Benjamin worked for Pershing LLC for almost four years. Benjamin is registered in Florida.
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.
Consulting and other non-discretionary advisory services
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
FL
07/28/2023 - Present
LPL Financial LLC (WINTER PARK FL)
FL
07/20/2019 - 04/18/2023
PERSHING LLC (LAKE MARY FL)
BC
Issued 12/04/2020
Series 27 - Financial and Operations Principal Examination
BC
Issued 08/28/2020
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 07/20/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/27/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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