Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chana? Claim Your ProfileChana Beene is a financial advisor with Osaic Wealth, Inc., working in the Waco, TX area. Chana has been active in the financial services industry since August 1987, and is registered with the state of Texas. Chana has worked at several firms, including Woodbury Financial Services, Inc., and New England Securities. Chana specializes in financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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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TX
01/19/2024 - Present
Osaic Wealth, Inc. (WACO TX)
TX
05/29/2009 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (WACO TX)
TX
08/11/1988 - 05/26/2009
NEW ENGLAND SECURITIES (WACO TX)
TX
06/26/1987 - 06/22/1988
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
BC
Issued 07/21/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/11/1987
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/02/1987
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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FINRA
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