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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benyamin? Claim Your ProfileBenyamin Lipschitz is a financial advisor with over 40 years of experience in the industry. Benyamin is currently registered with Cetera Investment Advisers LLC and has previously worked with firms such as Walnut Street Securities, Inc., Nathan & Lewis Securities, Inc., Green Hill Financial Service Corporation, Mayer and Meyer Resources, Inc., and Mutual Benefit Financial Service Company. Benyamin has been a Certified Financial Planner and a Chartered Financial Consultant since 2000. In addition to his work as a financial advisor, Benyamin also serves as a board member for Young Israel of Oceanside, a religious organization.
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.
1
2
NY
06/29/2023 - Present
Cetera Investment Advisers LLC (NEW YORK NY)
NY
08/01/2003 - 09/03/2013
WALNUT STREET SECURITIES, INC. (NEW YORK NY)
NY
04/02/1993 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NA
07/31/1986 - 12/06/1993
GREEN HILL FINANCIAL SERVICE CORPORATION
NA
12/13/1983 - 08/04/1986
MAYER AND MEYER RESOURCES, INC.
NA
10/14/1982 - 12/13/1983
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
IA
Issued 08/12/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/06/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/18/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/1982
Series 7 - General Securities Representative Examination
BC
Issued 10/13/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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