Unclaimed
Mark Christopher Benedict is a financial advisor with over 30 years of experience in the industry. Mark is currently registered with Morgan Stanley as a Registered Representative. Prior to joining Morgan Stanley, Mark worked at MORGAN STANLEY & CO. INCORPORATED and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Mark has passed the Series 7, Series 31, Series 63 and SIE exams and holds licenses in 20 states. Mark specializes in providing financial advice to individuals, families, businesses, and institutions. Mark's firm, Morgan Stanley, is a leading global financial services firm that offers a wide range of investment products and services.
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
CT
06/01/2009 - Present
Morgan Stanley (MYSTIC CT)
CT
11/28/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (MYSTIC CT)
CT
08/16/1991 - 12/02/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW LONDON CT)
BC
Issued 09/03/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 08/15/1991
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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