Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Edward Thompson is an active investment advisor representative in Virginia. Thompson is currently registered with Truist Advisory Services, Inc. Thompson's professional experience includes roles at Tusculum University, Student Services Moving & Storage, Christopher Newport University, Planning Solutions Group, Brewer Law Firm, and Truist Investment Services, Inc. Thompson holds the Series 66, Series 7, and SIE licenses. Thompson has been in the securities industry for over 2 years. Thompson specializes in providing financial planning, portfolio management for individuals and businesses, and wrap fee products.
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.
Wrap fee product and financial profiling services using desktop software
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
VA
03/07/2022 - Present
Truist Advisory Services, Inc. (MCLEAN VA)
BOTH
Issued 03/05/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/12/2022
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2022
Series 7TO - General Securities Representative Examination
Active
Inactive
F
FINRA
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