Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Chad Laine is a registered representative with Osaic Wealth, Inc. and has over 15 years of experience in the financial services industry. Benjamin Chad Laine is a licensed and experienced professional with a proven track record in the financial services sector. His career has been marked by a diverse range of experiences, spanning roles at prominent firms such as Woodbury Financial Services, Inc. and Triad Advisors LLC. Benjamin Chad Laine's experience includes working with a variety of clients, including individuals, families, businesses, and institutions. Benjamin Chad Laine holds multiple licenses, including Series 6, 7, 24, 52, 53, and 66. Benjamin Chad Laine's areas of specialization include financial planning, portfolio management, retirement planning, and estate planning. Benjamin Chad Laine is committed to providing his clients with the highest quality of service and advice.
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
AZ
01/19/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
02/24/2021 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
MN
06/09/2010 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
PA
01/14/2008 - 03/17/2010
HARTFORD INVESTMENT FINANCIAL SERVICES, LLC (WAYNE PA)
BOTH
Issued 11/25/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/23/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/17/2014
Series 4 - Registered Options Principal Examination
BC
Issued 12/17/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2015
Series 52 - Municipal Securities Representative Examination
BC
Issued 05/15/2012
Series 7 - General Securities Representative Examination
BC
Issued 01/11/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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