Unclaimed
Bennett Christopher Long is a financial advisor at Osaic Wealth, Inc. Bennett has been in the financial industry for over 6 years and has experience with financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals. Bennett is registered with the state of Kansas and Missouri. In addition to working with Osaic Wealth, Inc., Bennett also works with Horizon Capital Advisors and the KU Alumni Association.
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
KS
06/14/2024 - Present
Osaic Wealth, Inc. (OVERLAND PARK KS)
KS
05/18/2021 - 06/14/2024
SECURITIES AMERICA, INC. (OVERLAND PARK KS)
KS
10/16/2019 - 04/30/2021
IVY DISTRIBUTORS, INC. (OVERLAND PARK KS)
KS
08/03/2017 - 04/20/2021
WADDELL & REED (OVERLAND PARK KS)
BOTH
Issued 06/29/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/13/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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