Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ben? Claim Your ProfileBen Barry Voss is a financial advisor with Raymond James Financial Services Advisors, Inc. in Loveland, CO. Ben has been working in the financial services industry since 2011 and has a broad range of experience working with clients in Colorado and Texas. Ben has held previous roles with Edward Jones, New England Securities, Great Nation Investment Corporation, and again Edward Jones. Ben is registered in Colorado and Texas as an Investment Advisor Representative. Ben offers a range of financial services, including portfolio management, financial planning, and educational seminars.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CO
09/19/2018 - Present
Raymond James Financial Services Advisors, Inc. (Loveland CO)
TX
07/23/2012 - 09/11/2018
EDWARD JONES (LUBBOCK TX)
TX
03/09/2012 - 07/20/2012
NEW ENGLAND SECURITIES (AMARILLO TX)
TX
01/10/2012 - 02/10/2012
GREAT NATION INVESTMENT CORPORATION (AMARILLO TX)
MO
08/15/2011 - 12/12/2011
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 05/26/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/24/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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