Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Benefiel is an investment advisor representative with Osaic FS, Inc. located in Anderson, Indiana. Gary has been in the industry since 1996. Gary is a licensed investment advisor in Indiana and Michigan and is also registered with the Financial Industry Regulatory Authority (FINRA). Gary has experience offering accident insurance, health insurance, disability insurance, indexed annuities, fixed annuities, health savings accounts, and traditional life insurance through his separate insurance business.
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.
1
2
IN
03/08/2017 - Present
Osaic FS, Inc. (ANDERSON IN)
IN
03/13/2009 - 02/08/2017
AMERIPRISE FINANCIAL SERVICES, INC. (INDIANAPOLIS IN)
IN
05/18/2009 - 07/19/2011
SECURITIES AMERICA, INC. (INDIANAPOLIS IN)
IN
06/05/1996 - 03/17/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (INDIANAPOLIS IN)
IA
Issued 07/08/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/19/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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