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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 an active Registered Representative and Investment Advisor Representative with Morgan Stanley. Doina has over 24 years of experience in the financial services industry, and has been registered with Morgan Stanley since July 2024. Prior to that, Doina worked at Raymond James & Associates, Inc. and Citigroup Global Markets Inc. Doina holds Series 66, Series 7 and SIE licenses. Doina specializes in providing financial planning and portfolio management services for individuals, businesses and investment companies. Doina is registered with the following states: Arizona, California, Colorado, Delaware, District of Columbia, Florida, Georgia, Louisiana, New York, Ohio, Puerto Rico, South Dakota, Texas, Virginia and Wyoming.
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
Wealthpenn.comllc (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 3/11/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
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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