Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin James Casso is a registered investment advisor representative with The Ayco Company, LP. Benjamin has been in the financial services industry since August 2006 and has held prior positions with Mercer Allied Company, L.P. and MetLife Investors Distribution Company. Benjamin's specialties include financial planning, portfolio management for individuals and businesses, and educational seminars. Benjamin holds the Series 3, 6, 7, 24, 26, 63 and 66 licenses and is registered with the state of Texas as an investment advisor representative.
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.
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.
1
2
TX
11/03/2017 - Present
THE Ayco Company, LP (Dallas TX)
TX
06/24/2014 - 01/04/2021
MERCER ALLIED COMPANY, L.P. (DALLAS TX)
NC
07/06/2006 - 05/22/2014
METLIFE INVESTORS DISTRIBUTION COMPANY (CHARLOTTE NC)
BOTH
Issued 10/31/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/28/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/17/2012
Series 24 - General Securities Principal Examination
BC
Issued 08/15/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 04/23/2021
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2012
Series 7 - General Securities Representative Examination
BC
Issued 07/05/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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