Unclaimed
Frank Manuel Benites is a financial advisor with over 30 years of experience in the industry. He is currently registered with Osaic FS, Inc. in Phoenix, AZ. Frank has a strong background in securities, holding Series 6, 7, and SIE licenses, as well as the Series 63. He is a trusted advisor who can help you achieve your financial goals.
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.
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.
Retirement plan consulting services provided on limited basis.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
AZ
12/21/2016 - Present
Osaic FS, Inc. (PHOENIX AZ)
AZ
01/04/2010 - 12/23/2016
BROOKLIGHT PLACE SECURITIES, INC. (PHOENIX AZ)
AZ
07/15/2005 - 12/31/2009
WOODBURY FINANCIAL SERVICES, INC. (PHOENIX AZ)
GA
04/12/2002 - 07/18/2005
WORLD GROUP SECURITIES, INC. (DULUTH GA)
GA
03/23/2000 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
GA
01/10/1995 - 02/08/2000
WMA SECURITIES, INC. (DULUTH GA)
CA
02/16/1988 - 01/12/1995
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
FL
08/25/1987 - 02/29/1988
INTERNATIONAL FINANCIAL SERVICES CAPITAL CORPORATION (PALM BEACH GARDENS FL)
BC
Issued 03/17/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1988
Series 7 - General Securities Representative Examination
BC
Issued 08/24/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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