Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ida? Claim Your ProfileIda Kathryn Benfanti has been working in the financial services industry since November 5, 2000. Ida is currently registered with Usaa Investment Services Co. in San Antonio, TX. Ida has previously worked for USAA FINANCIAL ADVISORS, INC., USAA INVESTMENT MANAGEMENT COMPANY, and CITIGROUP GLOBAL MARKETS INC. in locations such as San Antonio, TX, and New York, NY. Ida is currently registered as a Registered Representative in the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Ida holds the following licenses and certifications: Series 7, Series 63, Series 65, and SIE. Ida offers Financial Planning services through the firm.
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.
Referrals
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.
Referral fees pursuant to a referral agreement
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2
TX
12/02/2016 - Present
Usaa Investment Services Co. (SAN ANTONIO TX)
TX
06/08/2015 - 06/29/2020
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
09/25/2007 - 01/25/2012
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
10/21/2005 - 12/31/2007
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
NY
10/16/2000 - 09/30/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 03/07/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/29/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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