Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Richard Benjamin is a financial professional registered with Oneamerica Securities, Inc. in Indianapolis, IN. David has worked in the securities industry since 2014 and is licensed in Minnesota. David's areas of specialization include financial planning, pension consulting, and educational seminars. David works with a variety of clients, including high-net-worth individuals and individuals other than high-net-worth. David's previous experience includes working at ADP Broker-Dealer, Inc. in Roseland, NJ.
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
IN
10/16/2017 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
NJ
08/15/2014 - 09/18/2017
ADP BROKER-DEALER, INC. (ROSELAND NJ)
BC
Issued 09/04/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure David Benjamin is the right advisor for you? Invested Better is here to help.
