Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Benson is a financial advisor in Phoenix, AZ and has been in the industry since 2000. David is a registered representative of Osaic Wealth, Inc. and is also registered with the state of Arizona as an investment advisor representative. David has earned the designation of Chartered Financial Consultant. David also works as an insurance agent and tax preparer. David focuses on financial planning, portfolio management, and pension consulting 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
AZ
09/01/2023 - Present
Osaic Wealth, Inc. (Phoenix AZ)
AZ
02/18/2021 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (PHOENIX AZ)
AZ
09/27/2000 - 03/08/2021
SECURIAN FINANCIAL SERVICES, INC. (PHOENIX AZ)
AZ
01/17/2000 - 08/31/2000
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
BOTH
Issued 03/24/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/20/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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