Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Merri? Claim Your ProfileMerri Lynn Benjamin is an investment advisor representative with Faithward Advisors, LLC. Merri has been in the industry since 2011 and holds Series 6, 63, and 65 licenses, as well as the SIE exam. Merri is registered to provide investment advice in New York. Previously, Merri worked at NYLIFE SECURITIES LLC and Ambassador Advisors, LLC. Faithward Advisors, LLC provides financial planning, portfolio management, and other services to individuals, corporations, and charitable organizations. Merri's specialization includes asset allocation, investment strategies, and retirement planning.
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.
Consulting services
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.
Percentage of net worth/third party advisory fees
1
2
PA
09/07/2021 - Present
Faithward Advisors, LLC (LANCASTER PA)
NY
04/05/2011 - 04/03/2017
NYLIFE SECURITIES LLC (VESTAL NY)
IA
Issued 04/24/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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