Welcome to the Benedict Wealth Management Website! This site is intended to provide you with valuable estate and business planning information as well as information on Carl W. Benedict MBA, CFP. It is important that you read the Cosumer Information below before preceding. Thank you for visiting our site and we look forward to doing business with you in the future.
IMPORTANT CONSUMER INFORMATION
This website and all communication associated with this website are strictly intended for individuals residing in the following states: Arizona, Alabama, Colorado, Georgia, Texas, Tennessee, Louisiana, and Mississippi. By continuing on this website you are acknowledging that you are a resident of one of the these states. No offers may be made or accepted from any individual residing outside of the specific states referenced.
A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up, individualized responses, to persons in a state by such a firm or individuals that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.
For information concerning the licensing status or disciplinary history of a broker-dealer, investment advisor, BD agent, or IA representative, a consumer should contact his or her state securities law administrator.
CARL BENEDICT IS A REGISTERED REPRESENTATIVE WITH UNITED PLANNERS FINANCIAL SERVICES OFFERING ADVISORY SERVICES AND SECURITIES THROUGH UNITED PLANNERS FINANCIAL SERVICES OF AMERICA. MEMBER FINRA / SIPC.
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