Unclaimed
Benjamin Knox is a financial advisor who has been in the industry since 1999. Benjamin is currently registered with Fifth Third Securities, Inc. and has been with the firm since 2013. Prior to that, Benjamin was registered with Morgan Stanley, SunTrust Investment Services, Inc. and several other firms. Benjamin is a Certified Financial Planner and a Chartered Financial Analyst.
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.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
1
2
FL
01/28/2013 - Present
Fifth Third Securities, Inc. (LAKELAND FL)
FL
06/01/2009 - 02/12/2013
MORGAN STANLEY (LAKELAND FL)
FL
04/03/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (ST. PETERSBURG FL)
FL
03/14/2003 - 04/14/2009
SUNTRUST INVESTMENT SERVICES, INC. (TAMPA FL)
NA
04/22/1994 - 12/19/1994
SUNTRUST SECURITIES, INC.
NA
03/09/1993 - 04/19/1994
JMC FINANCIAL CORPORATION
NA
05/21/1991 - 08/07/1992
DELTA FIRST FINANCIAL, INC.
NA
09/10/1990 - 01/22/1991
JOHN HANCOCK DISTRIBUTORS, INC.
NA
09/10/1990 - 01/22/1991
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
BC
Issued 4/7/2003
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 5/27/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/12/2003
Series 7 - General Securities Representative Examination
BC
Issued 9/7/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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