Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Benedict is a financial advisor with over 15 years of experience in the financial services industry. Susan is currently registered with Osaic Wealth, Inc., a firm with over 40,000 clients and $94 billion in assets under management. Susan offers a range of financial services including financial planning, portfolio management, and pension consulting. Prior to joining Osaic Wealth, Inc. Susan worked at Woodbury Financial Services, Inc. and Colliers Securities LLC. Susan holds a Series 6, 7, 63, 66 and SIE licenses and has been involved in the financial industry since 1999.
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.
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
MN
01/19/2024 - Present
Osaic Wealth, Inc. (SABIN MN)
MN
10/21/2022 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (SABIN MN)
ND
12/22/2017 - 11/01/2022
COLLIERS SECURITIES LLC (FARGO ND)
ND
09/24/2015 - 12/22/2017
WOODBURY FINANCIAL SERVICES, INC. (FARGO ND)
GA
04/05/1999 - 12/14/2000
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 02/27/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/08/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2015
Series 7 - General Securities Representative Examination
BC
Issued 04/02/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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