Unclaimed
Michael Bennitt is an investment advisor representative with Ameriprise Financial Services, LLC. Michael has been in the industry since 1988. Michael holds the Series 63, Series 66, Series 7 and Series 24 licenses. Michael is currently registered with Ameriprise Financial Services, LLC in Missouri and Texas. Prior to joining Ameriprise Financial Services, LLC, Michael worked for WORLD EQUITY GROUP, INC., SECURITIES AMERICA, INC., QUESTAR CAPITAL CORPORATION, WOODBURY FINANCIAL SERVICES, INC., ARVEST ASSET MANAGEMENT, RAYMOND JAMES FINANCIAL SERVICES, INC., GREAT SOUTHERN INVESTMENTS and MARKETING ONE SECURITIES, INC. Michael specializes in asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, portfolio management for individuals and portfolio management for investment companies.
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
MO
06/04/2024 - Present
Ameriprise Financial Services, LLC (Nixa MO)
MO
09/16/2019 - 06/05/2024
WORLD EQUITY GROUP, INC. (Nixa MO)
MO
12/07/2018 - 05/24/2019
SECURITIES AMERICA, INC. (OZARK MO)
MO
01/21/2014 - 12/10/2018
QUESTAR CAPITAL CORPORATION (Ozark MO)
MO
10/20/2009 - 01/24/2014
WOODBURY FINANCIAL SERVICES, INC. (SPRINGFIELD MO)
MO
06/01/2007 - 10/21/2009
ARVEST ASSET MANAGEMENT (SPRINGFIELD MO)
MO
05/15/2002 - 06/01/2007
RAYMOND JAMES FINANCIAL SERVICES, INC. (SPRINGFIELD MO)
MO
08/15/1988 - 05/17/2002
GREAT SOUTHERN INVESTMENTS (SPRINGFIELD MO)
OR
01/20/1988 - 12/08/1988
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
BOTH
Issued 06/04/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/04/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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