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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 Stuart Brainard is a financial advisor in Medford, OR with over 20 years of experience in the financial services industry. Benjamin is registered with the state of Oregon as an Investment Advisor Representative (IAR) and also holds Series 66, 7, 9, 10, and 31 licenses. He is affiliated with Seacrest Wealth Management, LLC, a firm that provides financial planning, portfolio management, and other advisory services to a wide range of clients, including individuals, families, businesses, and non-profit organizations. Benjamin has a proven track record of providing clients with personalized financial advice and helping them achieve their financial goals.
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.
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.
1
2
OR
05/12/2011 - Present
Seacrest Wealth Management, LLC (MEDFORD OR)
OR
04/02/2007 - 04/02/2009
MORGAN STANLEY & CO. INCORPORATED (MEDFORD OR)
OR
11/17/2000 - 04/02/2007
MORGAN STANLEY DW INC. (MEDFORD OR)
BOTH
Issued 11/29/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/20/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/16/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 11/16/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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