Principal Securities, Inc
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About this Advisor
Melissa Bensman is a certified financial planner who works in Atlanta, Georgia, with 18 years of experience as a financial advisor. Bensman works at Principal Securities, Inc. Throughout their career, Bensman has worked at Charles Schwab & Co., Inc, Charles Schwab Bank N.A, 52 Weeks Financial, Homemaker and Principal Securities Inc. Bensman has Series 63 and Series 66 licenses, certifying them as a securities representative, and is approved to work in Georgia. Principal Securities, Inc is a registered investment business based in Atlanta, Georgia. The company has offices in 354 locations and a total of 1,687 people on staff. It oversees $6 billion in assets among its 28,235 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm advises 30 charitable organizations. Of its 28,235 customer accounts, just 2% are associated with high-net-worth investors who have more than $1 million in investable assets. The firm has a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial management largely depend on which services are provided. However, fees charged by Principal Securities, Inc most likely include any blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years of Experience
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Principal Securities, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Melissa Bensman Work History
Melissa has 18 years of experience.
52 Weeks Financial
Principal Securities Inc
Charles Schwab Bank N.A
Charles Schwab & Co.,Inc
Melissa Bensman has disclosures.
Please visit their SEC profile for more details.