Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bennett? Claim Your ProfileBennett Leiser has been a registered investment advisor for over 20 years, helping clients achieve their financial goals. Bennett has worked with various firms in the financial services industry, including Cambridge Investment Research, Inc., MetLife Securities Inc., and ING Financial Partners, Inc. Bennett is currently registered as a broker and investment advisor with World Equity Group, Inc. and is based in Schaumburg, Illinois. Bennett works with individual investors and provides financial planning, pension consulting, and portfolio management services.
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.
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.
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2
IL
02/18/2022 - Present
World Equity Group, Inc. (SCHAUMBURG IL)
MI
01/18/2019 - 03/02/2021
CORECAP INVESTMENTS, LLC (SOUTHFIELD MI)
FL
09/08/2014 - 01/29/2019
CAMBRIDGE INVESTMENT RESEARCH, INC. (BOCA RATON FL)
FL
01/31/2013 - 09/15/2014
METLIFE SECURITIES INC. (FORT LAUDERDALE FL)
FL
10/23/2007 - 01/31/2013
ING FINANCIAL PARTNERS, INC. (BOCA RATON FL)
FL
07/30/2007 - 09/27/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CORAL SPRINGS FL)
AZ
04/20/2006 - 08/10/2007
ECHOTRADE LLC (PHOENIX AZ)
NY
07/29/1996 - 08/06/2003
SCHONFELD SECURITIES, LLC (JERICHO NY)
BOTH
Issued 08/10/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/09/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/27/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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