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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Benak is a financial advisor with Ameriprise Financial Services, LLC. Stephen has been working in the financial industry since 2006 and has a strong track record of providing personalized financial planning and investment advice to individuals and families. Stephen has a wide range of experience in the financial services industry and is committed to helping clients achieve 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.
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.
Asset allocation 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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2
MA
07/01/2022 - Present
Ameriprise Financial Services, LLC (Boston MA)
MA
08/07/2015 - 04/01/2019
MORGAN STANLEY (Norwell MA)
MA
03/24/2011 - 07/14/2015
WELLS FARGO ADVISORS, LLC (WELLESLEY MA)
MA
02/09/2011 - 03/10/2011
METLIFE SECURITIES INC. (HOLYOKE MA)
NY
01/01/2008 - 11/30/2010
WELLS FARGO ADVISORS, LLC (NEW YORK NY)
NY
05/18/2006 - 01/03/2008
A. G. EDWARDS & SONS, INC. (NEW YORK NY)
BOTH
Issued 07/05/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2015
Series 31 - Futures Managed Funds Examination
BC
Issued 05/17/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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