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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 Crum is a financial advisor with Morgan Stanley. Benjamin has been in the industry since 2001. Benjamin has been registered with Morgan Stanley since 2009. Prior to that, Benjamin was registered with Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Florida Investment Advisers and FISERV INVESTOR SERVICES, INC.. Benjamin is licensed in 42 states and holds the Series 63, 66, 7 and 31 licenses. Benjamin specializes in working with insurance companies, investment companies, charitable organizations, high net worth individuals, banking or thrift institutions, pension and profit sharing plans, corporations or other businesses and individuals. Benjamin is also a member of the communication committee for Carillon Lakes.
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
FL
10/20/2021 - Present
Morgan Stanley (LAKELAND FL)
FL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WINTER HAVEN FL)
FL
09/15/2004 - 04/02/2007
MORGAN STANLEY DW INC. (WINTER HAVEN FL)
FL
11/20/2003 - 09/13/2004
FLORIDA INVESTMENT ADVISERS (TAMPA FL)
FL
04/01/2002 - 11/20/2003
FLORIDA INVESTMENT ADVISERS (TAMPA FL)
TX
02/26/2001 - 03/28/2002
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
BOTH
Issued 11/04/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 02/23/2001
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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