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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Keith Moore is a financial advisor who has been in the industry since 1999. Benjamin is currently registered with Truist Advisory Services, Inc. in Virginia and has previously worked at BB&T Securities, LLC, BB&T Investment Services, Inc., Wachovia Securities, LLC, and First Union Brokerage Services, Inc. Benjamin holds several licenses, including Series 6, 7, 24, 63, and 65. Benjamin's area of focus is financial planning and portfolio management for individuals 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.
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
09/21/2016 - Present
Truist Advisory Services, Inc. (FAIRFAX VA)
VA
12/09/2019 - 02/17/2021
BB&T SECURITIES, LLC (FAIRFAX VA)
GA
07/12/2006 - 06/02/2010
BB&T INVESTMENT SERVICES, INC. (FAYETTEVILLE GA)
GA
10/01/2000 - 06/16/2006
WACHOVIA SECURITIES, LLC (DULUTH GA)
NC
09/08/1999 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IA
Issued 9/18/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/10/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/2002
Series 7 - General Securities Representative Examination
BC
Issued 9/7/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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