Unclaimed
Benjamin Tyson is a financial advisor with over 20 years of experience in the industry. Benjamin currently works at Tiaa-cref Individual & Institutional Services, LLC in Gainesville, Florida. Benjamin is registered with the state of Florida as a Registered Investment Advisor. Benjamin also holds the Series 6, 7, 24, 63, and 65 licenses. Benjamin specializes in providing financial planning and portfolio management services to individuals and corporations.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
FL
05/28/2014 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Gainesville FL)
FL
08/06/2008 - 04/14/2014
PLANMEMBER SECURITIES CORPORATION (PALM COAST FL)
FL
05/08/2006 - 08/19/2008
NEXT FINANCIAL GROUP, INC. (GAINESVILLE FL)
TX
06/15/2001 - 05/12/2006
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
06/15/2001 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
BC
Issued 09/19/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/20/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/13/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2005
Series 7 - General Securities Representative Examination
BC
Issued 06/14/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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