Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Doina? Claim Your ProfileDoina Benac is a financial advisor who has been in the industry since 1999. Doina is currently registered with Morgan Stanley in Fort Lauderdale, Florida. Doina has previously worked at Raymond James & Associates, Inc., CITI PRIVATE ADVISORY, LLC, CITIGROUP GLOBAL MARKETS INC., and CITICORP INVESTMENT SERVICES. Doina is licensed to provide investment advice in a number of states, including Florida, Texas, Arizona, California, Colorado, Delaware, District of Columbia, Georgia, Louisiana, New York, Ohio, Puerto Rico, South Dakota, Virginia, and Wyoming. Doina specializes in providing financial advice to individuals, businesses, investment companies, pension plans, and charitable organizations.
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
FL
07/19/2024 - Present
Morgan Stanley (Fort Lauderdale FL)
FL
05/06/2024 - 06/28/2024
RAYMOND JAMES & ASSOCIATES, INC. (Fort Lauderdale FL)
FL
03/31/2017 - 05/01/2023
CITI PRIVATE ADVISORY, LLC (Miami FL)
FL
05/29/2007 - 05/01/2023
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
FL
01/10/2000 - 05/29/2007
CITICORP INVESTMENT SERVICES (MIAMI FL)
FL
11/05/1996 - 12/11/1997
BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)
BOTH
Issued 03/11/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1995
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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