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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 Cahn is a financial advisor with Morgan Stanley, based in Garden City, NY. Benjamin has been in the industry since May 2012 and is registered with the state of New York. Benjamin is a Certified Financial Planner™ and has experience with various financial products and services, including investments, financial planning, and retirement planning. Prior to joining Morgan Stanley, Benjamin has held positions at UBS Financial Services Inc., E*TRADE Securities LLC, and Piper Jaffray & Co.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
10/21/2022 - Present
Morgan Stanley (Garden City NY)
NY
09/17/2019 - 10/31/2022
E*TRADE SECURITIES LLC (New York NY)
NJ
04/01/2014 - 09/17/2019
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
03/06/2013 - 03/03/2014
PIPER JAFFRAY & CO. (NEW YORK NY)
NY
04/04/2012 - 02/14/2013
FIRST EMPIRE SECURITIES, INC. (HAUPPAUGE NY)
BOTH
Issued 05/24/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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