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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benson? Claim Your ProfileBenson Patrick Mathews is a financial advisor registered in Nevada and Texas. Benson is a Certified Financial Planner™ professional. Benson is currently associated with Vantage Wealth Planning. Prior to joining Vantage Wealth Planning, Benson was associated with TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, CHARLES SCHWAB & CO., INC., NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC, FIRST ALLIED SECURITIES, INC., and WADDELL & REED, INC. Benson has passed the Series 66, Series 63, SIE and Series 7 exams. Benson specializes in providing financial planning and portfolio management services for individuals, high-net-worth individuals and pension and profit-sharing plans.
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.
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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NV
12/06/2022 - Present
Vantage Wealth Planning (RENO NV)
NV
06/25/2014 - 09/21/2017
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (RENO NV)
NV
05/01/2014 - 06/16/2014
CHARLES SCHWAB & CO., INC. (RENO NV)
NV
02/09/2010 - 08/06/2010
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (RENO NV)
CA
05/28/2004 - 02/24/2005
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
KS
01/06/2003 - 06/01/2004
WADDELL & REED, INC. (OVERLAND PARK KS)
BC
Issued 03/23/2015
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 03/01/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/21/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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