Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benita? Claim Your ProfileBenita Creacy is a financial advisor who has been in the industry since March 2002. Benita Creacy is currently registered with LPL Financial LLC and Western Wealth Management LLC. Benita Creacy has previously been registered with CETERA ADVISOR NETWORKS LLC, QA3 FINANCIAL CORP., INTERVEST INTERNATIONAL EQUITIES CORPORATION, and SUNAMERICA SECURITIES, INC. Benita Creacy is a Certified Financial Planner and holds the Series 7 and Series 66 licenses.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CO
05/18/2020 - Present
LPL Financial LLC (GREENWOOD VILLAGE CO)
CO
02/16/2011 - 04/26/2016
CETERA ADVISOR NETWORKS LLC (GREENWOOD VILLAGE CO)
CO
11/02/2005 - 02/11/2011
QA3 FINANCIAL CORP. (GREENWOOD VILLAGE CO)
CO
01/09/2004 - 11/04/2005
INTERVEST INTERNATIONAL EQUITIES CORPORATION (COLORADO SPRINGS CO)
AZ
03/22/2002 - 01/06/2004
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
BOTH
Issued 09/17/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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