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Molly Margaret Benson

Osaic Wealth, Inc.

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About Molly Margaret Benson

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.

Firm Information

Molly Benson is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Molly Benson’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Molly Margaret Benson.
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