Unclaimed
John Beninato is an investment advisor representative with Ameriprise Financial Services, LLC, based in Red Bank, NJ. John has been in the financial services industry since March 2009. John holds the Series 6, 7, and 63 securities licenses as well as the Series 65 investment advisor license. John is registered to provide investment advice in Connecticut, Delaware, Florida, Georgia, Maryland, Massachusetts, Minnesota, Montana, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, and Tennessee. John is also registered with FINRA and the state of Pennsylvania as a Registered Representative. John offers a variety of investment advisory services, including financial planning, asset allocation services, pension consulting, and portfolio management for individuals and businesses. John is committed to providing his clients with personalized investment advice and guidance to help them achieve their 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.
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
NJ
01/29/2021 - Present
Ameriprise Financial Services, LLC (Red Bank NJ)
NJ
03/25/2017 - 02/26/2021
MML INVESTORS SERVICES, LLC (WALL TOWNSHIP NJ)
NJ
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (WALL TOWNSHIP NJ)
NJ
03/30/2009 - 01/02/2015
NEW ENGLAND SECURITIES (WALL TOWNSHIP NJ)
BC
Issued 06/10/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/21/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2010
Series 7 - General Securities Representative Examination
BC
Issued 03/27/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure John Beninato is the right advisor for you? Invested Better is here to help.