Unclaimed
Juan Carlos Benedeti is a financial professional with over 30 years of experience in the industry. Juan Carlos is currently registered with Ausdal Financial Partners, Inc. in Arizona, Colorado, Florida, Illinois, New Mexico, and Texas. Juan Carlos has previously held positions at QUESTAR CAPITAL CORPORATION and JEFFERSON PILOT SECURITIES CORPORATION. Juan Carlos specializes in providing investment advice and financial planning services to individuals, high-net-worth individuals, corporations, and charitable organizations.
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.
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.
Advice on uma platforms
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.
Revenue sharing
1
2
FL
12/01/2024 - Present
Ausdal Financial Partners, Inc. (DAVIE FL)
FL
06/30/2003 - 03/15/2007
QUESTAR CAPITAL CORPORATION (PLANTATION FL)
IN
08/22/2002 - 06/23/2003
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
MN
03/02/1998 - 08/20/2002
QUESTAR CAPITAL CORPORATION (MINNEAPOLIS MN)
GA
08/08/1994 - 03/03/1998
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 07/13/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/09/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2003
Series 7 - General Securities Representative Examination
BC
Issued 08/05/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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