Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Candace? Claim Your ProfileCandace Benzel is a financial advisor who has been working in the industry since 2004. Candace is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Previously, Candace Benzel was registered with Goldman Sachs & Co. LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Candace Benzel offers investment advisory services, including portfolio management for individuals and businesses, as well as pension consulting and educational seminars.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
07/20/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BRIDGEWATER NJ)
NY
10/24/2006 - 07/12/2022
GOLDMAN SACHS & CO. LLC (NEW YORK NY)
NY
01/18/2001 - 04/08/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 07/12/2022
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/27/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2006
Series 7 - General Securities Representative Examination
BC
Issued 10/13/2006
Series 3 - National Commodity Futures Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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