Unclaimed
Yosef Benson is a registered investment advisor representative associated with MML Investors Services, LLC. Yosef is currently registered to provide advisory services in Florida and Texas. Yosef holds the Series 66, Series 7TO, and SIE licenses. Yosef has been in the securities industry for 3 years, joining MML Investors Services, LLC in 2020. Yosef is also registered to provide advisory services in 17 states. In addition to the advisory services provided through MML Investors Services, LLC, Yosef has several other business activities. These include insurance sales agent, administration and clerical work for G Wealth Strategies, and owning YB03 Group LLC, a tax-focused S corporation.
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.
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.
Asset allocation programs
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.
Solicitors fees
1
2
FL
10/19/2021 - Present
MML Investors Services, LLC (FT LAUDERDALE FL)
BOTH
Issued 03/19/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/26/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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