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Benjamin Peres

Avantax Investment Services, Inc.

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About Benjamin Peres

Benjamin Peres is a financial advisor with over 20 years of experience in the industry. Benjamin is currently registered with Avantax Investment Services, Inc. in Georgia. Benjamin has previously been registered with Cetera Financial Specialists LLC, Cetera Investment Services LLC, Cetera Advisors LLC, Cetera Advisor Networks LLC, First Allied Securities, Inc., Summit Brokerage Services, Inc., Girard Securities, Inc., Legend Equities Corporation, Investors Capital Corp., VSR Financial Services, Inc., ING Financial Partners, Inc., Cambridge Investment Research, Inc. and Trusted Securities Advisors Corp.. Benjamin is also a registered principal with Avantax Investment Services, Inc. and has passed the Series 7, Series 24 and Series 66 exams.

Firm Information

Benjamin Peres is currently registered with Avantax Investment Services, Inc.. Avantax Investment Services, Inc. is a Corporation formed in April 1983. The firm is registered with the SEC and in 53 states, providing services across the United States.

Not reported

Assets Under Management

Not reported

Total Clients

482

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Benjamin Peres’s Registration & Firm History

GA

07/01/2024 - Present

Avantax Investment Services, Inc. (ATLANTA GA)

CA

02/03/2016 - 09/08/2022

FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)

FL

02/03/2016 - 12/03/2019

SUMMIT BROKERAGE SERVICES, INC. (BOCA RATON FL)

CA

02/03/2016 - 11/01/2017

GIRARD SECURITIES, INC. (SAN DIEGO CA)

FL

02/03/2016 - 12/14/2016

LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)

MA

02/03/2016 - 11/09/2016

INVESTORS CAPITAL CORP. (LYNNFIELD MA)

KS

02/03/2016 - 11/09/2016

VSR FINANCIAL SERVICES, INC. (OVERLAND PARK KS)

GA

10/08/2008 - 02/01/2010

ING FINANCIAL PARTNERS, INC. (ATLANTA GA)

GA

02/18/2005 - 06/15/2007

CAMBRIDGE INVESTMENT RESEARCH, INC. (NORCROSS GA)

NY

01/18/2001 - 11/19/2003

TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)

MN

06/20/2000 - 10/23/2000

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

06/20/2000 - 10/23/2000

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 06/24/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/18/2001

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/19/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Benjamin Peres.
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