Unclaimed
Michael L. Bencivengo is an investment advisor representative at Osaic FA, Inc. Michael has been in the financial services industry since 1999 and has experience in providing investment advice to individuals, corporations, and charitable organizations. Michael is registered with the state of Connecticut and holds the Series 7, Series 31, and Series 66 licenses. Michael offers a range of financial planning services, including retirement planning, investment management, and college savings planning. Michael also provides retirement plan consulting services on a limited basis.
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.
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.
Retirement plan consulting services provided on a limited basis.
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.
1
2
CT
04/06/2010 - Present
Osaic FA, Inc. (NORTH HAVEN CT)
CT
11/17/2009 - 02/19/2010
TD WEALTH MANAGEMENT SERVICES INC. (NEW HAVEN CT)
CT
05/02/2006 - 11/17/2009
BANCNORTH INVESTMENT GROUP, INC. (BRIDGEPORT CT)
CA
10/26/2005 - 05/04/2006
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
MA
08/15/2005 - 10/25/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
CA
05/20/2003 - 08/16/2005
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NY
06/22/1999 - 05/16/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 07/19/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 06/21/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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