Unclaimed
Benjamin Lievestro is a financial advisor with First Command Advisory Services. Benjamin has been in the financial industry since 2009 and is a Certified Financial Planner. Benjamin has been with First Command since 2010. Benjamin has a strong track record of success in helping individuals and families achieve their financial goals. Benjamin is registered with the state of Texas and Virginia to provide investment advisory services. Benjamin is also registered with the state of Texas and Virginia to provide securities services.
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.
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.
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2
TX
12/15/2015 - Present
First Command Advisory Services (FORT WORTH TX)
VA
03/03/2009 - 03/10/2010
EDWARD JONES (ALEXANDRIA VA)
BOTH
Issued 03/13/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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