Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Morganstein is a registered representative with Performance Trust Capital Partners, LLC located in New York, New York. Benjamin has been working in the financial services industry since 2006. Benjamin holds the Series 7, Series 63, and SIE licenses and is registered in Connecticut, Illinois, and New York. Previous employers include AOC Securities, LLC, Cantor Fitzgerald & Co., and JP Morgan Securities Inc.
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.
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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2
NY
02/21/2018 - Present
Performance Trust Capital Partners, LLC (New York NY)
NY
03/06/2017 - 11/21/2017
CANTOR FITZGERALD & CO. (NEW YORK NY)
NY
05/09/2016 - 02/14/2017
AOC SECURITIES, LLC (NEW YORK NY)
NY
10/01/2008 - 04/16/2014
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
09/28/2006 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BC
Issued 05/19/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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