Unclaimed
Benton John Miller is a financial advisor at Cuso Financial Services, LP with over 19 years of experience in the industry. Benton is registered to provide investment advice in Arizona, Florida, Maryland, Michigan, Minnesota, Nevada, New Jersey, Ohio, Pennsylvania, Texas, Washington, Wisconsin, and Wyoming. Benton holds the Series 6, 7, and 66 licenses as well as the SIE exam certification. Benton has previously worked at J.P. Morgan Securities LLC and Chase Investment Services Corp. Benton specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting services.
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
MI
12/22/2023 - Present
Cuso Financial Services, LP (Grand Rapids MI)
MI
10/01/2012 - 04/29/2015
J.P. MORGAN SECURITIES LLC (GRAND RAPIDS MI)
MI
12/05/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (GRAND RAPIDS MI)
MI
05/17/2004 - 09/23/2005
HANTZ FINANCIAL SERVICES, INC. (SOUTHFIELD MI)
BOTH
Issued 12/21/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/12/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2011
Series 7 - General Securities Representative Examination
BC
Issued 05/13/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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