Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Micah Wenzel is a financial advisor with over 14 years of experience in the industry. Benjamin is registered in Oregon, Texas and other states to provide investment advice. Benjamin is currently associated with Osaic Wealth, Inc., and has previously been affiliated with Arbor Point Advisors, Securities America, Inc., KMS Financial Services, Inc., LPL Financial LLC, and Key Investment Services LLC. Benjamin holds the Series 7, Series 66, and SIE licenses. Benjamin is also a Certified Financial Planner.
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
OR
09/24/2024 - Present
Osaic Wealth, Inc. (Eugene OR)
OR
11/06/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Eugene OR)
OR
01/06/2020 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (Eugene OR)
OR
03/30/2012 - 01/30/2020
LPL FINANCIAL LLC (EUGENE OR)
OR
07/20/2011 - 04/02/2012
KEY INVESTMENT SERVICES LLC (EUGENE OR)
OR
03/08/2010 - 03/23/2011
EDWARD JONES (PORTLAND OR)
BOTH
Issued 03/19/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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