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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 Vincent Onofrio is a financial advisor with over 5 years of experience. Benjamin is a registered representative of LPL Financial LLC and a registered investment advisor with Summit Planning Group LLC. He has a wide range of experience providing financial planning and consulting services to individuals and businesses. Benjamin is committed to helping his clients achieve their financial goals. Prior to joining LPL Financial LLC, Benjamin worked at Lincoln Financial Securities Corporation for 5 years. Benjamin holds Series 6, 7, 24, 26, 63, and 65 licenses.
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.
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2
CT
06/12/2024 - Present
LPL Financial LLC (BRANFORD CT)
CT
06/22/2018 - 06/12/2024
LINCOLN FINANCIAL SECURITIES CORPORATION (BRANFORD CT)
IA
Issued 11/20/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/12/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2021
Series 24 - General Securities Principal Examination
BC
Issued 08/02/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 06/29/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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