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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 Gerace is a financial advisor with Stifel, Nicolaus & Company, Inc. in Birmingham, Alabama. He has been in the industry since 1996 and has a diverse background in financial services, including experience with Sterne, Agee & Leach, Inc., Stephens Inc., and J.C. Bradford & Co. Benjamin holds a variety of licenses and registrations, including Series 7, Series 52, Series 53, and Series 63. His areas of expertise include financial planning, portfolio management for individuals and businesses, and pension consulting. He also has experience with municipal securities.
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.
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
AL
06/05/2015 - Present
Stifel, Nicolaus & Company, Inc. (BIRMINGHAM AL)
AL
03/04/2004 - 06/05/2015
STERNE, AGEE & LEACH, INC. (BIRMINGHAM AL)
AR
08/01/2000 - 01/22/2004
STEPHENS INC. (LITTLE ROCK AR)
NY
11/06/1996 - 08/10/2000
J.C. BRADFORD & CO. (NEW YORK NY)
BC
Issued 12/08/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/15/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/1997
Series 7 - General Securities Representative Examination
BC
Issued 11/05/1996
Series 52 - Municipal Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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