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Michael Karlic

Benchmark Securities LLC

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About Michael Karlic

Michael Karlic is a registered representative with Benchmark Securities LLC. Michael has been in the securities industry since April 2004. Michael is licensed in Florida, New York, and North Carolina. Michael was previously registered with C & CO/PRINCERIDGE LLC and MAXIM GROUP LLC. Michael holds the Series 7, Series 63 and SIE licenses. The primary office for Michael is located at 250 S. PARK AVENUE, SUITE 380, WINTER PARK, FL 32789.

Firm Information

Michael Karlic is currently registered with Benchmark Securities LLC. Benchmark Securities LLC is a Limited Liability Company formed on November 3, 2011. The firm is registered with the SEC and in 17 states, including Alabama, California, Connecticut, Florida, Georgia, Illinois, Kentucky, Maryland, Massachusetts, New Jersey, New York, North Carolina, Ohio, Puerto Rico, South Carolina, Texas, and Virginia. The firm has been involved in 2 regulatory events.

Not reported

Assets Under Management

Not reported

Total Clients

16

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Michael Karlic’s Registration & Firm History

FL

11/08/2013 - Present

Benchmark Securities LLC (WINTER PARK FL)

NY

05/18/2010 - 10/23/2013

C & CO/PRINCERIDGE LLC (NEW YORK NY)

NY

04/06/2004 - 05/25/2010

MAXIM GROUP LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 02/23/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/05/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Karlic.
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