Unclaimed
Benjamin Morton is a financial advisor with Cohen & Steers Securities, LLC based in New York, NY. Benjamin has over 20 years of experience in the industry. Benjamin is a Series 7, Series 63, and SIE licensed professional. Previously, Benjamin worked at Citigroup Global Markets Inc.
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.
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.
1
2
NY
07/16/2003 - Present
Cohen & Steers Securities, LLC (NEW YORK NY)
NY
10/05/2000 - 07/07/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 08/17/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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