Benyamin Lipschitz

Current Employers

Employment History

• 09/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 09/2019 → 12/2021
  Efs 330 Inc
  New York, NY
• 12/2021 → Present
  Efs 330-901 Llc
  New York, NY
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 1993-08-20 → 2003-01-28
  Nathan & Lewis Securities, Inc.
  New York, NY

Other Businesses

1. INDEPENDENT INSURANCE AGENT DISABILITY, FIXED ANNUITIES, LIFE/ACCIDENT/HEALTH, LONG-TERM CARE ELITE FINANCIAL SOLUTIONS,BEGAN 06/1982,5HRS/WKDY 2HRS/WKEND 2. NAME OF OTHER BUSINESS: YOUNG ISRAEL OF OCEANSIDE; INVESTMENT RELATED: NO; ADDRESS: 150 WAUKENA AVE OCEANSIDE NY 11572; NATURE OF BUSINESS: RELIGIOUS; START DATE: 6/2022; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 5; BRIEF DESCRIPTION OF DUTIES: PROVIDE GUIDANCE TO THE EXECUTIVE BOARD MEMBERS & MENTOR YOUNGER MEMBERS; 3. NAME OF OTHER BUSINESS: ELITE FINANCIAL SOLUTIONS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES START DATE: 2000 APX NUMBER OF HOURS PER WEEK: 20 APX NUMBER OF HOURS DURING TRADING HOURS: 20 POSITION/TITLE/RELATIONSHIP: OWNER BRIEF DESCRIPTION OF DUTIES: SALES OF INSURANCE & FINANCIAL SERVICES ; 4. NAME OF OTHER BUSINESS: EFS 330-901 LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: LLC FOR RENT; START DATE: 12/2021; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: NEGOTIATING THE LEASE AND PAYING THE MONTHLY RENT;

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-08-12
• S63 Uniform Securities Agent State Law Examination
  1995-07-06

Designations

Other Names

• Ben Lipschitz
• Benyamin Lipschitz
• Ben Lipschitz