Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cara? Claim Your ProfileCara Benincasa Brasor is a financial advisor who has been working in the industry since 2004. Cara has a strong background in financial planning, portfolio management, and investment advisory services. Cara currently works with Valeo Financial Advisors, LLC. Cara specializes in providing financial advice to high-net-worth individuals, corporations, and charitable organizations. Cara has experience working with firms such as Foreside Fund Services, LLC and Northern Lights Distributors, LLC. Cara has a Series 7 and Series 63 license and holds the Certified Financial Planner designation.
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.
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.
Percentage of client net worth
1
2
IN
09/06/2023 - Present
Valeo Financial Advisors, LLC (CARMEL IN)
NE
04/22/2021 - 09/07/2023
NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)
ME
08/01/2019 - 03/17/2021
FORESIDE FUND SERVICES, LLC (PORTLAND ME)
ME
11/04/2009 - 08/01/2019
IVA FUNDS DISTRIBUTORS, LLC (PORTLAND ME)
ME
08/25/2009 - 12/31/2009
FORESIDE DISTRIBUTION SERVICES, L.P. (PORTLAND ME)
NY
07/23/2004 - 11/16/2007
ASB SECURITIES, LLC (NEW YORK NY)
BC
Issued 10/11/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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