Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shay? Claim Your ProfileShay Videll Benedict is a registered Investment Advisor Representative with Advisors Management Group Inc. in LA CROSSE, Wisconsin. Shay is a registered investment advisor in Wisconsin. They have been working in the financial services industry since 2014. Shay has passed the Uniform Investment Adviser Law Examination. Their specializations include Retirement Planning, Asset Allocation, and Investment Strategies.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Business consulting 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.
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WI
09/01/2020 - Present
Advisors Management Group Inc. (LA CROSSE WI)
IA
Issued 09/01/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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