Unclaimed
Geoffrey Beninga is a financial advisor with over 20 years of experience in the industry. Geoffrey is registered with Ameriprise Financial Services, LLC and has been with the firm since 2008. Prior to that, he worked with a number of other firms, including Riversource Fund Distributors, Inc. and Dain Rauscher Incorporated. Geoffrey has a wide range of experience in providing financial planning and investment advice to individuals, businesses, and institutions. Geoffrey is a Certified Financial Planner and holds the Series 7, Series 24, and Series 63 licenses.
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.
Asset allocation services
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
MN
12/19/2013 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
MN
01/02/2009 - 05/13/2010
RIVERSOURCE FUND DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
04/11/2008 - 01/02/2009
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
02/20/2008 - 04/11/2008
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
08/18/1999 - 02/20/2008
AMERICAN ENTERPRISE INVESTMENT SERVICES INC. (MINNEAPOLIS MN)
NY
12/18/1998 - 06/02/1999
DAIN RAUSCHER INCORPORATED (NEW YORK NY)
BC
Issued 08/30/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/14/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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