Unclaimed
Benjamin Charles Gravina is a financial advisor who has been in the industry since 2004. Benjamin currently works at Morgan Stanley and is registered in 26 states and two territories. Benjamin previously worked at Stiefel, Nicolaus & Company, Incorporated and Ryan Beck & Co.. Benjamin is a Series 66, Series 7 and SIE licensed professional. Benjamin is also active in the Investment Advisor industry.
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
PA
03/23/2012 - Present
Morgan Stanley (Blue Bell PA)
PA
06/05/2007 - 02/13/2012
STIFEL, NICOLAUS & COMPANY, INCORPORATED (CONSHOHOCKEN PA)
PA
06/13/2006 - 06/05/2007
RYAN BECK & CO. (CONSHOHOCKEN PA)
PA
08/13/2004 - 05/30/2006
CLAYMORE SECURITIES, INC. (CONSHOHOCKEN PA)
BOTH
Issued 09/02/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Benjamin Gravina is the right advisor for you? Invested Better is here to help.