Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Benson is a financial professional with over 30 years of experience in the securities industry. Alan has a proven track record of providing personalized financial advice to clients. Alan has held a series of positions with various firms, including Kavanaugh Securities, Inc., Royal Alliance Associates, Inc., and First Investors Corporation, before joining Osaic Wealth, Inc. Alan holds several professional designations and registrations, including the Series 6, 7, 24, 26, 63, and SIE. Alan is a registered representative and investment advisor representative in several states.
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.
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2
MN
06/14/2024 - Present
Osaic Wealth, Inc. (BLOOMINGTON MN)
MN
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (BLOOMINGTON MN)
MN
09/25/1991 - 07/17/2020
INVESTACORP, INC. (BLOOMINGTON MN)
TX
01/18/1990 - 10/02/1991
KAVANAUGH SECURITIES, INC. (DALLAS TX)
AZ
11/19/1989 - 01/31/1990
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
11/29/1988 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NJ
11/12/1985 - 12/05/1988
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 11/15/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/21/1995
Series 24 - General Securities Principal Examination
BC
Issued 02/09/1988
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1989
Series 7 - General Securities Representative Examination
BC
Issued 11/11/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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