Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Benvin is a financial advisor with over 30 years of experience. Anthony has worked in the financial services industry since April 1989. Anthony is currently registered with Cambridge Investment Research Advisors, Inc. and has been with the firm since August 2009. Prior to that, Anthony was with Mutual Service Corporation. Anthony has Series 6, 7, 22, 63 and SIE licenses. Anthony has a Certified Financial Planner designation and is an independent insurance agent as well. Anthony specializes in Financial Planning, Pension Consulting, Educational Seminars, Market Timing Services and Portfolio Management for Individuals and Businesses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
PA
08/24/2009 - Present
Cambridge Investment Research Advisors, Inc. (PITTSBURGH PA)
PA
10/12/1999 - 08/25/2009
MUTUAL SERVICE CORPORATION (PITTSBURGH PA)
OH
10/02/1995 - 10/12/1999
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
MN
04/19/1989 - 10/02/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/19/1989 - 10/02/1995
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
07/15/1993 - 12/31/1994
AMERICAN EXPRESS SERVICE CORPORATION (MINNEAPOLIS MN)
BC
Issued 04/24/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/1990
Series 7 - General Securities Representative Examination
BC
Issued 05/10/1989
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/18/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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