Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Itai? Claim Your ProfileItai Benosh is a financial professional with over 13 years of experience in the securities industry. He is currently registered with Castleoak Securities, LP and holds Series 7, 63, 79TO, 99TO, and SIE licenses. Itai's previous experience includes roles at Finacorp Securities and Lehman Brothers Inc. His expertise spans multiple areas including investment banking and operations. Itai is licensed in multiple states including New York, Florida, Ohio, and the District of Columbia.
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.
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.
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2
NY
06/28/2010 - Present
Castleoak Securities, LP (NEW YORK NY)
CA
03/11/2009 - 06/04/2010
FINACORP SECURITIES (IRVINE CA)
NY
12/11/2000 - 03/05/2002
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 03/30/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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