Unclaimed
Benedict Winecki is a financial professional with over 25 years of experience in the industry. Benedict is currently registered with Oneamerica Securities, Inc. and has a Series 6, Series 26, and Series 63 license. Prior to joining Oneamerica Securities, Benedict was a registered representative with Mutual of America Life Insurance Company, Mutual of America Securities Corporation, Sentry Equity Services, Inc., One Orchard Equities, Inc., and The Great-West Life Assurance Company. Benedict specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting.
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
IN
01/10/2005 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
NY
07/08/2002 - 01/10/2005
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (NEW YORK NY)
NY
07/08/2002 - 01/10/2005
MUTUAL OF AMERICA SECURITIES CORPORATION (NEW YORK NY)
WI
07/30/1999 - 06/21/2002
SENTRY EQUITY SERVICES, INC. (STEVENS POINT WI)
CO
01/03/1997 - 07/13/1999
ONE ORCHARD EQUITIES, INC. (GREENWOOD VILLAGE CO)
CO
10/24/1996 - 01/03/1997
THE GREAT-WEST LIFE ASSURANCE COMPANY (ENGLEWOOD CO)
BC
Issued 10/23/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/26/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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