Unclaimed
Peter Ralph Benington is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Peter has been in the industry since 1987 and is currently registered with the state of Michigan as an Investment Advisor Representative. Peter previously worked with Morgan Stanley and Citigroup Global Markets Inc. among other firms. Peter holds multiple securities licenses and has a broad range of experience working with individuals, businesses, pension plans, and charitable organizations. Peter's focus is on providing comprehensive financial planning and investment management 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
MI
05/14/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (EAST LANSING MI)
MI
06/01/2009 - 06/07/2013
MORGAN STANLEY (EAST LANSING MI)
MI
10/19/2001 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (EAST LANSING MI)
OH
08/04/1998 - 11/19/2001
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
NJ
02/05/1988 - 07/29/1998
COPELAND EQUITIES, INC. (SOMERSET NJ)
NA
11/04/1987 - 01/28/1988
SECURITY FIRST FINANCIAL, INC.
IA
Issued 12/11/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 08/19/1998
Series 7 - General Securities Representative Examination
BC
Issued 11/03/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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