Unclaimed
Benjamin Hoy is a financial advisor with over 5 years of experience in the industry. Benjamin is registered with Empower Advisory Group, LLC. Previously, Benjamin worked for Raymond James Financial Services, Inc. and TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC. Benjamin holds the Series 66, Series 7 and SIE licenses. Benjamin's current employment with Empower Advisory Group, LLC is in the Omaha, NE branch office.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
NE
06/24/2021 - Present
Empower Advisory Group, LLC (Omaha NE)
NE
12/15/2020 - 06/09/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (OMAHA NE)
NE
03/08/2019 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (OMAHA NE)
NE
02/22/2017 - 02/07/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OMAHA NE)
BOTH
Issued 03/28/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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