Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Preston Ivey is a financial advisor with Cuso Financial Services, LP. Benjamin has been in the financial services industry since 1998. Benjamin holds the Series 7, 9, 10, 52, 63, and 65 licenses and is registered with FINRA and the SEC. Benjamin is licensed to provide investment advice in Alabama, California, Connecticut, Florida, Georgia, Hawaii, Illinois, Maryland, Mississippi, New Hampshire, New York, North Carolina, Ohio, Oregon, South Carolina, Tennessee, Texas, Virginia, West Virginia, and Wisconsin. Benjamin is also a Director at 1A Insurance Services, a private business in Yorktown, VA.
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
07/16/2009 - Present
Cuso Financial Services, LP (YORKTOWN VA)
VA
04/02/2007 - 07/08/2009
WELLS FARGO ADVISORS, LLC (YORKTOWN VA)
VA
07/18/1997 - 09/20/2006
H&R BLOCK FINANCIAL ADVISORS, INC. (GLEN ALLEN VA)
IA
Issued 03/05/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/28/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/14/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/25/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/1997
Series 7 - General Securities Representative Examination
BC
Issued 07/17/1997
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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