Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Leung is an investment advisor representative with Cetera Investment Advisers LLC. Benjamin has been in the industry since 2003 and is registered in Virginia, Texas, Maryland, District of Columbia and California. Benjamin is also a licensed attorney and has been practicing law for over 25 years. Benjamin has a strong background in financial planning, portfolio management, and tax and accounting. Benjamin specializes in providing financial planning and investment advisory services to individuals and families, businesses and charitable organizations. Benjamin is committed to providing his clients with personalized service and objective advice.
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.
Guidance on pension options to ensure a secure financial future.
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
VA
10/10/2006 - Present
Cetera Investment Advisers LLC (VIENNA VA)
IA
Issued 10/09/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/26/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Benjamin Leung is the right advisor for you? Invested Better is here to help.
