Unclaimed
Benyamin Levy is an investment advisor representative at Hornor, Townsend & Kent, LLC, located in Conshohocken, Pennsylvania. Benyamin has been in the industry since 2011 and has a combined total of 12 years of experience. Benyamin is registered with the state of Florida and 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.
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.
Trail commissions, distribution assistance fees
1
2
PA
04/20/2023 - Present
Hornor, Townsend & Kent, LLC (CONSHOHOCKEN PA)
PA
01/22/2018 - 01/30/2023
PRUCO SECURITIES, LLC. (Exton PA)
PA
04/11/2012 - 07/31/2013
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (BLUE BELL PA)
PA
07/06/2010 - 05/09/2011
LINCOLN INVESTMENT (JENKINTOWN PA)
NJ
06/07/2008 - 11/03/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
PA
03/06/2007 - 03/04/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BLUE BELL PA)
NY
06/06/2006 - 12/06/2006
AXA ADVISORS, LLC (LAKE SUCCESS NY)
NY
03/02/2005 - 03/10/2006
MORGAN STANLEY DW INC. (WHITE PLAINS NY)
WI
10/23/2003 - 12/02/2004
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
IA
Issued 05/27/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/2018
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 03/28/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/05/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/27/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 10/22/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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