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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Csongor? Claim Your ProfileCsongor Simon-benedek is an investment advisor representative with Morgan Stanley. Csongor Simon-benedek is licensed to provide investment advice in all 50 U.S. states and Puerto Rico. Csongor Simon-benedek has been active in the industry since June 2019 and is registered with both the Securities and Exchange Commission (SEC) and Financial Industry Regulatory Authority (FINRA). Csongor Simon-benedek has previously worked at PNC Investments. Csongor Simon-benedek holds a number of licenses including the Series 66, Series 10, Series 9, Series 24, Series 31, Series 7TO and the SIE. Csongor Simon-benedek specializes in investment advisory services, asset allocation advice, financial planning, pension consulting and educational seminars.
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
OH
05/25/2023 - Present
Morgan Stanley (Pepper Pike OH)
OH
06/10/2019 - 05/15/2023
PNC INVESTMENTS (CLEVELAND OH)
BOTH
Issued 02/07/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/14/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/09/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/14/2021
Series 24 - General Securities Principal Examination
BC
Issued 08/18/2023
Series 31 - Futures Managed Funds Examination
BC
Issued 06/10/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/11/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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