Unclaimed
Molly Margaret Benson is an Investment Advisor Representative at Osaic Wealth, Inc., based in Alpena, Michigan. Molly has been in the financial services industry since May 29, 2000, and holds licenses in several states. She is registered to offer investment advisory services in Michigan. Her previous experience includes positions at Woodbury Financial Services, Inc., Questar Capital Corporation, and USAllianz Securities, Inc.
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.
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2
MI
01/19/2024 - Present
Osaic Wealth, Inc. (ALPENA MI)
MI
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (ALPENA MI)
MI
12/01/2006 - 03/01/2019
QUESTAR CAPITAL CORPORATION (ALPENA MI)
MI
12/11/2002 - 12/01/2006
USALLIANZ SECURITIES, INC. (ALPENA MI)
IA
01/09/2001 - 10/11/2002
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
MA
10/01/1999 - 07/10/2000
MUTUAL SERVICE CORPORATION (BOSTON MA)
IA
Issued 10/19/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/25/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2004
Series 7 - General Securities Representative Examination
BC
Issued 09/27/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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