Unclaimed Profile

Joel Erik Bengds

MONEYWISE INC·FOREST, Virginia

Series 65Clean record20 years registeredMONEYWISE INC

1563 CROSSINGS CENTRE DRIVE, FOREST, VA 24551-4744CRD# 5096901Firm CRD# 105103

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joel Erik Bengds · FOREST, VA

Registration

CRD #5096901 · MONEYWISE INC · 20 years registered

Brand Profile

Not yet started

Career History

HSC WEALTH ADVISORS

Feb 2006 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · February 6, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MONEYWISE INC

CRD 105103 · SEC 801-20812

AUM

$358M

Regulatory assets under management

Employees

1,703 client accounts

Services offered by MONEYWISE INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at MONEYWISE INC →

Introduction

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Frequently Asked Questions

What services does Joel Erik Bengds offer?

Joel Erik Bengds specializes in Financial Planning, Investment Management. Contact their office in FOREST, Virginia for a consultation.

What are Joel Erik Bengds's credentials?

Joel Erik Bengds is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joel Erik Bengds located?

Joel Erik Bengds is based in FOREST, Virginia, working with MONEYWISE INC. Their office serves clients in the FOREST metropolitan area and surrounding communities.

How does Joel Erik Bengds charge for services?

Joel Erik Bengds's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MONEYWISE INC?

MONEYWISE INC has approximately 8 employees and manages $358M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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