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Edward B
Series 63, Series 65
Orleans, MA
Commonwealth Financial Network
Edward Benz Jr. is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and over 34 years of industry experience. He has been associated with Commonwealth since 1995 and has led Benz Financial Services, Inc. as sole owner and president since 1996. Outside his advisory work, he is co-owner and manager of a private entity that owns an office building. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a variety of advisory programs and services. The firm provides operational support, technology, investment management, and compliance resources while enabling advisors to construct portfolios from a broad range of securities and insurance products.
Ryan L
Series 66
Orleans, MA
Commonwealth Financial Network
Ryan La Coe is a financial advisor at Commonwealth Financial Network with one year of industry experience. He holds the Series 66 designation. Prior to joining Commonwealth, he worked at Benz Financial Group and Interactive Brokers, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform including managed-account programs, third-party asset manager access, and custody/clearing services.
Jordan T
Series 66
Orleans, MA
Commonwealth Financial Network
Jordan Traub is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 10 years of industry experience. He previously worked at Merrill from 2016 to 2018 before joining Commonwealth in 2018. Outside of his advisory role, Traub is involved in fixed insurance sales as an agent under the business name Benz Financial Services, Inc. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and their clients. The firm offers a broad platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.
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