Unclaimed
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.
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.
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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2
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)
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
Active
Inactive
F
FINRA
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