Unclaimed
Shannon Renee Benish is a financial advisor with over 15 years of experience in the industry. Shannon is currently registered with United Capital Management OF Kansas, Inc., where she is an Investment Advisor Representative. Shannon has a strong background in providing financial planning services to individuals, corporations, and charitable organizations. Shannon is also licensed to sell insurance and provides insurance advice to her clients.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
KS
03/25/2019 - Present
United Capital Management OF Kansas, Inc. (SALINA KS)
CA
08/28/2017 - 03/26/2019
CETERA ADVISOR NETWORKS LLC (EL SEGUNDO CA)
KS
10/16/2007 - 09/05/2017
LPL FINANCIAL LLC (DODGE CITY KS)
BOTH
Issued 04/30/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/03/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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