Unclaimed
Benjamin Pearman is a financial advisor with Cambridge Investment Research Advisors, Inc. in Roanoke, Virginia. Benjamin has been working in the industry since 2000. Benjamin is licensed to provide investment advice in Virginia, Pennsylvania, North Carolina, and West Virginia. Benjamin also provides health and life insurance services. Benjamin has held previous positions with Ameriprise Financial Services, Inc. and IDS Life Insurance Company.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
VA
01/06/2009 - Present
Cambridge Investment Research Advisors, Inc. (ROANOKE VA)
VA
08/17/2000 - 01/06/2009
AMERIPRISE FINANCIAL SERVICES, INC. (ROANOKE VA)
MN
08/17/2000 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/23/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/26/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Benjamin Pearman is the right advisor for you? Invested Better is here to help.