Unclaimed
Benjamin Huff is an investment advisor representative with Ameriprise Financial Services, LLC. Benjamin has been in the financial services industry since 2001. Benjamin is licensed in 22 states and is also registered with the state of Texas as an investment advisor representative. Benjamin has passed the Series 7, Series 63, and Series 65 exams. Benjamin is also a licensed insurance broker.
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.
Asset allocation services
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
UT
07/02/2021 - Present
Ameriprise Financial Services, LLC (Cedar City UT)
UT
06/24/2003 - 07/06/2021
EDWARD JONES (CEDAR CITY UT)
RI
02/21/2001 - 07/02/2003
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
IA
Issued 07/30/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/01/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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