Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Paul Benson is a financial advisor with over 25 years of experience in the financial services industry. James Paul Benson is currently registered with Osaic Wealth, Inc. in several states including Minnesota, Florida, North Dakota and Texas. James Paul Benson has been actively involved in financial planning, portfolio management, and pension consulting throughout their career. James Paul Benson has worked with various firms, including Cetera Advisor Networks LLC, National Planning Corporation, and ING Financial Partners, Inc. James Paul Benson specializes in working with individuals, businesses, high-net-worth clients, and retirement plans.
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
ND
02/01/2024 - Present
Osaic Wealth, Inc. (BISMARCK ND)
MN
03/28/2016 - 02/02/2024
CETERA ADVISOR NETWORKS LLC (BAXTER MN)
MN
01/20/2005 - 04/07/2016
NATIONAL PLANNING CORPORATION (BAXTER MN)
CT
05/21/2004 - 02/07/2005
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
MN
11/05/1998 - 05/26/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/05/1998 - 05/26/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
GA
03/21/1997 - 12/31/1997
WMA SECURITIES, INC. (DULUTH GA)
MN
02/21/1996 - 05/01/1996
JOHN G. KINNARD AND COMPANY, INCORPORATED (MINNEAPOLIS MN)
BOTH
Issued 06/08/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure James Benson is the right advisor for you? Invested Better is here to help.
