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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 Wierwill is an investment advisor representative with Morgan Stanley. Benjamin has been in the securities industry since June 28, 2006. Benjamin holds Series 7, Series 31, Series 66, and SIE licenses and is registered with FINRA and in several states. Benjamin was previously employed with MORGAN STANLEY & CO. INCORPORATED and MORGAN STANLEY DW INC. Benjamin works with high-net-worth individuals, insurance companies, investment companies, charitable organizations, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.
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
WI
06/01/2009 - Present
Morgan Stanley (Middleton WI)
WI
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (MADISON WI)
WI
06/28/2006 - 04/02/2007
MORGAN STANLEY DW INC. (MADISON WI)
BOTH
Issued 07/14/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 06/27/2006
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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