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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Lane is a financial advisor registered with Wells Fargo Advisors Financial Network, LLC in FORT MYERS, FL. Benjamin has been in the industry since 2001. Previously, Benjamin Lane was employed with UBS Financial Services Inc., Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, and Morgan Stanley DW Inc. Benjamin Lane has earned the following securities licenses: Series 31, Series 7, Series 66 and SIE. The licenses allow Benjamin Lane to offer investment advisory services to individuals, corporations, trusts, and other entities. Benjamin Lane is registered in 24 states and the District of Columbia.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
06/24/2022 - Present
Wells Fargo Advisors Financial Network, LLC (FORT MYERS FL)
FL
05/07/2012 - 07/05/2022
UBS FINANCIAL SERVICES INC. (FORT MYERS FL)
FL
06/01/2009 - 05/16/2012
MORGAN STANLEY SMITH BARNEY (FT. MYERS FL)
FL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (FT. MYERS FL)
FL
07/12/2001 - 04/02/2007
MORGAN STANLEY DW INC. (FT. MYERS FL)
BOTH
Issued 07/14/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 07/11/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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