Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Ingram is a financial professional with over 18 years of experience in the financial services industry. Benjamin is currently registered with First Citizens Investor Services, Inc. and is licensed to provide investment advice in 11 states, including South Carolina, North Carolina, Georgia, Maryland, Tennessee, Virginia, California, Florida, and the District of Columbia. Prior to joining First Citizens Investor Services, Inc., Benjamin worked at LPL FINANCIAL LLC and CUNA BROKERAGE SERVICES, INC. in Columbia, South Carolina. Benjamin focuses on providing financial planning and investment management services to individuals, families, 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.
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.
A percentage of the total value of assets under management is charged.
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2
NC
09/27/2022 - Present
First Citizens Investor Services, Inc. (CHARLOTTE NC)
SC
05/18/2022 - 09/29/2022
LPL FINANCIAL LLC (COLUMBIA SC)
SC
03/29/2005 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (COLUMBIA SC)
BOTH
Issued 10/21/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/15/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2010
Series 7 - General Securities Representative Examination
BC
Issued 03/28/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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