Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Benesch is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Scott has been in the financial services industry since 1991. Scott has Series 7, 31 and 66 securities licenses, as well as a Series 63 state license. Scott has experience with a variety of clients, including individuals, businesses, pension and profit-sharing plans, insurance companies, and charitable organizations. Scott provides financial planning, investment management, and investment consulting services. Scott is dedicated to helping clients reach their financial goals.
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.
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.
Investment consulting services to institutional clients
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.
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2
FL
09/16/2022 - Present
Wells Fargo Advisors Financial Network, LLC (COCONUT GROVE FL)
FL
03/16/2010 - 09/15/2022
WELLS FARGO CLEARING SERVICES, LLC (MIAMI FL)
NY
05/21/1996 - 01/16/1997
SALOMON BROTHERS INC. (NEW YORK NY)
NY
03/30/1995 - 05/08/1996
AIG EQUITY SALES CORP. (NEW YORK NY)
TX
12/04/1993 - 01/12/1994
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
TX
05/18/1992 - 08/26/1993
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NA
08/05/1991 - 02/28/1992
CENPAC SECURITIES CORP.
BOTH
Issued 03/17/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/09/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 03/15/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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