Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Beny? Claim Your ProfileBeny Lee is a financial advisor with Maxim Financial Advisors LLC. Beny Lee is registered with FINRA and the state of New York. Beny Lee has been a registered investment advisor since 2013 and is a member of the Maxim Financial Advisors LLC team. Beny Lee has experience with M VEST LLC and Opus Trading Fund LLC.
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.
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.
A percentage of the total value of assets under management is charged.
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NY
08/09/2021 - Present
Maxim Financial Advisors LLC (NEW YORK NY)
NY
09/24/2019 - 10/15/2021
M VEST LLC (NEW YORK NY)
NY
12/13/2007 - 01/08/2008
OPUS TRADING FUND LLC (JERICHO NY)
BOTH
Issued 10/23/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/10/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE Arca, Inc.
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Nasdaq Stock Market
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