Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you M.? Claim Your ProfileM. Benay Curtis-bauer is a registered investment advisor representative with Cetera Investment Advisers LLC. M. Benay has been in the securities industry since 1992. M. Benay is registered in California and Indiana. M. Benay has experience working with various client types including individuals, corporations, charitable organizations, pension and profit-sharing plans. M. Benay currently works out of the Cetera Investment Advisers LLC office in Emeryville, CA. Prior to joining Cetera Investment Advisers LLC, M. Benay was registered with Liberty Group, LLC, Alamo Capital, Portsmouth Financial Services, and Morgan Stanley DW Inc.
EMERYVILLE, CA
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.
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.
A percentage of the total value of assets under management is charged.
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CA
06/29/2023 - Present
Cetera Investment Advisers LLC (EMERYVILLE CA)
CA
02/27/2008 - 11/02/2009
LIBERTY GROUP, LLC (OAKLAND CA)
CA
09/14/2005 - 02/21/2008
ALAMO CAPITAL (WALNUT CREEK CA)
CA
01/28/2003 - 08/22/2005
PORTSMOUTH FINANCIAL SERVICES (SAN FRANCISCO CA)
NY
12/20/1991 - 11/21/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
BC
Issued 1/10/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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