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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Benjamin is a financial advisor with Fidelity Personal And Workplace Advisors. Phillip has been in the financial services industry since 1992. Phillip has a Series 7, 31, and 65 licenses as well as a Series 63 license. Phillip works out of the Campbell, California branch office of Fidelity Personal And Workplace Advisors.
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.
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.
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2
CA
01/07/2025 - Present
Fidelity Personal AND Workplace Advisors (GILROY CA)
CA
07/13/2005 - 02/20/2008
WELLS FARGO INVESTMENTS, LLC (GILROY CA)
MA
10/20/2004 - 07/13/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
12/18/2003 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
01/27/1999 - 12/17/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
MN
07/24/1996 - 02/04/1999
BISYS BROKERAGE SERVICES, INC. (ST. CLOUD MN)
NY
09/13/1993 - 07/16/1996
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NJ
05/18/1992 - 11/23/1993
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 06/18/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/12/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/2024
Series 7TO - General Securities Representative Examination
BC
Issued 05/10/2024
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 05/15/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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