Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ben? Claim Your ProfileBen Curtis Smith is a financial advisor with Ameriprise Financial Services, LLC, who has been in the industry since January 15, 1995. Ben has a wide range of experience and has worked with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Ben holds several licenses and certifications including Series 63, Series 65, Series 7 and SIE and is currently registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC) and is licensed in several states including Virginia, Texas and the District of Columbia. Ben is committed to providing personalized financial advice to help his clients achieve their financial goals.
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.
Asset allocation services
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.
A percentage of the total value of assets under management is charged.
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VA
02/28/1995 - Present
Ameriprise Financial Services, LLC (FAIRFAX VA)
MN
01/16/1995 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 01/27/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/18/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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