Unclaimed
Benjamin Paul Wynn Durrant is an investment advisor representative at Provenio Capital. Benjamin Durrant is a registered investment advisor in the state of California. Benjamin has been in the financial services industry since 2000. Benjamin has worked at several other firms prior to joining Provenio Capital. Benjamin is a Series 3, 7, 55, 63, and 66 licensed investment advisor representative.
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.
Guidance on pension options to ensure a secure financial future.
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.
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.
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2
CA
09/26/2016 - Present
Provenio Capital (NEWPORT BEACH CA)
NY
06/19/2007 - 07/09/2008
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
CA
07/07/2005 - 06/08/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LOS ANGELES CA)
NY
10/03/2000 - 03/25/2003
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
IA
Issued 08/22/2016
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 06/29/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/30/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/08/2007
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/06/2005
Series 7 - General Securities Representative Examination
BC
Issued 10/06/2000
Series 3 - National Commodity Futures Examination
Active
Inactive
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