Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benji? Claim Your ProfileBenji Baer is a financial advisor with CBRE Capital Advisors, Inc. Benji has been in the industry since January 25, 2012, and holds a Series 7, Series 7TO and SIE license. Before joining CBRE Capital Advisors, Inc. Benji was employed by J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. and LEGG MASON INVESTOR SERVICES, LLC. Benji is currently registered with FINRA and is located in New York, NY.
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.
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.
1
2
NY
08/30/2021 - Present
Cbre Capital Advisors, Inc. (NEW YORK NY)
NY
07/05/2011 - 07/02/2019
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (New York NY)
CT
11/11/2009 - 06/17/2011
LEGG MASON INVESTOR SERVICES, LLC (STAMFORD CT)
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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