Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Payne is a financial professional with over 17 years of experience in the industry. Benjamin currently works at Vicus Capital, Inc. where they specialize in providing financial planning and investment management services to individuals, corporations, and charitable organizations. Benjamin holds a Series 66, 63, 4, 24, 99TO, and 7 license. They are also a Registered Investment Advisor (RIA) in Pennsylvania.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
PA
11/08/2019 - Present
Vicus Capital, Inc. (State College PA)
NJ
09/30/2016 - 01/08/2019
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
NJ
11/18/2009 - 09/30/2016
E*TRADE CLEARING LLC (Jersey City NJ)
NJ
11/18/2009 - 03/14/2014
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
NJ
02/06/2006 - 07/06/2009
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
NJ
02/14/2005 - 01/25/2006
FREEDOM INVESTMENTS, INC. (EDISON NJ)
BOTH
Issued 10/29/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/04/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/07/2008
Series 4 - Registered Options Principal Examination
BC
Issued 10/02/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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