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William James Benjamin

Keybanc Capital Markets Inc.

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About William James Benjamin

William James Benjamin is a financial advisor at Keybanc Capital Markets Inc. William has been in the financial services industry since 1997 and holds licenses in Series 7, Series 24, Series 63 and SIE. William has been with Keybanc Capital Markets Inc. since April 13, 2015. Prior to joining Keybanc Capital Markets Inc., William was registered with PACIFIC CREST SECURITIES LLC from November 29, 2005 to April 13, 2015. William was also registered with D.A. DAVIDSON & CO. from March 8, 2004 to August 2, 2005 and again from February 18, 1998 to January 22, 2001. William has a strong background in the financial services industry and is committed to providing his clients with the highest level of service.

Firm Information

William Benjamin is currently registered with Keybanc Capital Markets Inc.. Keybanc Capital Markets Inc. is a corporation formed on May 18, 1983 and is registered in 53 states and the SEC. The firm is headquartered in Cleveland, Ohio, and provides a wide range of investment banking and capital markets services. The firm's services include mergers and acquisitions, debt and equity underwriting, and financial advisory services.

Not reported

Assets Under Management

Not reported

Total Clients

359

Total Financial Advisors

Services Offered

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.

Fee Structure

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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William Benjamin’s Registration & Firm History

OR

04/13/2015 - Present

Keybanc Capital Markets Inc. (PORTLAND OR)

OR

11/29/2005 - 04/13/2015

PACIFIC CREST SECURITIES LLC (PORTLAND OR)

MT

03/08/2004 - 08/02/2005

D.A. DAVIDSON & CO. (GREAT FALLS MT)

WA

03/25/2002 - 02/23/2004

DELAFIELD HAMBRECHT, INC. (SEATTLE WA)

CA

02/12/2001 - 04/03/2002

W.R. HAMBRECHT + CO., LLC (SAN FRANCISCO CA)

MT

02/18/1998 - 01/22/2001

D.A. DAVIDSON & CO. (GREAT FALLS MT)

OR

07/17/1997 - 02/18/1998

JENSEN SECURITIES CO. (PORTLAND OR)

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Licenses & Designations

BC

Issued 08/18/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/15/2002

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/16/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for William James Benjamin.
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