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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benn? Claim Your ProfileBenn Konner is a financial advisor with Morgan Stanley. Benn has been in the financial services industry since 1994 and is registered to provide investment advice in 39 states and is also registered as a broker in 39 states. Benn holds Series 7 and Series 63 licenses. Benn has experience working with a variety of clients, including individuals, families, businesses, and institutions. Benn specializes in investment management, financial planning, and retirement planning.
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
CA
08/05/2022 - Present
Morgan Stanley (Los Angeles CA)
CA
10/01/2008 - 09/11/2021
J.P. MORGAN SECURITIES LLC (Los Angeles CA)
CA
05/01/2001 - 10/01/2008
J.P. MORGAN SECURITIES INC. (LOS ANGELES CA)
NY
07/26/2000 - 05/01/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
09/18/1998 - 07/20/2000
UBS WARBURG LLC (NEW YORK NY)
NY
01/21/1998 - 10/01/1998
NATIONSBANC MONTGOMERY SECURITIES LLC (NEW YORK NY)
NY
07/14/1994 - 01/30/1998
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
12/20/1993 - 06/20/1994
NOMURA SECURITIES INTERNATIONAL, INC. (NEW YORK NY)
IA
Issued 07/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/29/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/1993
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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