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Bennett Stephen Von waldner

Alight Financial Solutions, LLC

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About Bennett Stephen Von waldner

Bennett Von waldner is a financial advisor currently registered with Alight Financial Solutions, LLC. Bennett has been in the financial services industry since 2022. Prior to joining Alight, Bennett worked for Vanguard Marketing Corporation. Bennett is licensed to sell securities in North Carolina and South Carolina. Bennett holds the Series 7, Series 63 and SIE licenses.

Firm Information

Bennett Von waldner is currently registered with Alight Financial Solutions, LLC. Alight Financial Solutions, LLC is a Limited Liability Company formed in April 1994. The firm is registered with the SEC and in all 52 states.

Not reported

Assets Under Management

Not reported

Total Clients

53

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Bennett Von waldner’s Registration & Firm History

NC

01/18/2024 - Present

Alight Financial Solutions, LLC (CHARLOTTE NC)

NC

01/09/2023 - 04/26/2023

VANGUARD MARKETING CORPORATION (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 01/26/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/09/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/24/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bennett Stephen Von waldner.
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