Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Benson is a financial professional with over 35 years of experience in the industry. Michael Benson is currently registered with M Holdings Securities, Inc. in Naples, FL, specializing in various financial services. Michael Benson has prior experience working with firms such as MUTUAL SERVICE CORPORATION, VESTAX SECURITIES CORPORATION, MANEQUITY, INC., B.C. CHRISTOPHER SECURITIES CO., and W. S. GRIFFITH & CO., INC. Michael Benson holds various licenses and certifications, including Series 6, Series 26, and Series 63 licenses. Michael Benson has a strong focus on providing comprehensive financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and publication of periodicals.
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
FL
08/16/2000 - Present
M Holdings Securities, Inc. (NAPLES FL)
MA
08/04/1998 - 08/18/2000
MUTUAL SERVICE CORPORATION (BOSTON MA)
OH
07/22/1992 - 03/25/1997
VESTAX SECURITIES CORPORATION (HUDSON OH)
MA
04/12/1991 - 03/30/1992
MANEQUITY, INC. (BOSTON MA)
MO
11/02/1988 - 12/31/1989
B.C. CHRISTOPHER SECURITIES CO. (KANSAS CITY MO)
NA
09/09/1982 - 12/02/1986
W. S. GRIFFITH & CO., INC.
BC
Issued 07/31/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/08/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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