Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benn? Claim Your ProfileBenn Lowell Feltheimer is a financial advisor at Osaic Wealth, Inc. based in Chicago, Illinois. Benn has been in the financial services industry since 1984. Benn holds Series 6, 7, 26, 63 and 65 licenses and has been registered with the Securities and Exchange Commission (SEC) since 1995. Benn has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, pension plans and pooled investment vehicles. Benn is a member of JCFS and Securities America Advisors, Inc. Benn also provides insurance broker services.
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
IL
06/14/2024 - Present
Osaic Wealth, Inc. (CHICAGO IL)
IL
04/14/2009 - 06/14/2024
SECURITIES AMERICA, INC. (CHICAGO IL)
IL
09/23/2005 - 04/15/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
IL
10/14/1996 - 09/20/2005
GENWORTH FINANCIAL SECURITIES CORPORATION (SCHAUMBURG IL)
NJ
01/17/1984 - 09/18/1996
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 11/09/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/07/1984
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/1995
Series 7 - General Securities Representative Examination
BC
Issued 01/16/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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