Our Qualifications

 

Gary M. Benke

Gary M. Benke is a limited principal offering securities through First Allied Securities, Inc. Member FINRA/SIPC. He is also an Investment Advisor Representative who offers advisory services through First Allied Advisory Services, Inc. 

EDUCATION:

BA Rutgers University (played basketball & football)
MS Cornell University
Ph.D. Harvard University

DESIGNATIONS:

CSA (Certified Senior Advisor)  Society of Certified Senior Advisors
CMFC (Chartered Mutual Fund Counselor) National Endowment for Financial Education
RFC (Registered Financial Consultant) International Association for Registered Financial Consultants (IARFC)
CLTC (Certified in Long Term Care) The Corporation for Long-Term Care Certification. 

LICENSES:

FINRA Series 6, 63, 62, 65, 22, 51 & 26

Registered Representative, First Allied Securities, Inc. (Member FINRA/SIPC) 
Limited Principal
Registered Investment Advisor Representative

Securities licensed in the following states: NJ, NY, PA, DE, RI, MD, VA, FL, AK, CA, NM, MO, AZ, KS, NC
, MI

Insurance licenced (Life and Health) in the following states: NJ, PA, MI, DE, VA

PUBLICATIONS:

Book Entitled:
"Retirement Investing - A No-Nonsense, No-Hype Guide To:

*Protecting Your Assets
*Preserving Your Purchasing Power
*Making Your Money Last
*Having Adequate Income
*Passing On The Most To Your Heirs"


by Gary M. Benke RFC, CMFC & Ron C. Hunter CFP, RFC (NF Communications, 1998)

COURSES PRESENTED:

Gary Benke has presented the following courses: 

SHORT TOPIC SEMINARS:

1. Successful Money Management
2. Financial Strategies for Successful Retirement
3. Lifelong Financial Security
4. Protecting your assets: Medicare, Medicaid and Long-term Health Care Insurance-A Seminar 
for Teachers
5. Investing & Tax Strategies for the Risk Adverse Client
6. Understanding Long Term Health Care
7. Cures for the Tax Migraine
8. Practical Tax Solutions
9. Tax Tragedies in Retirement Planning

 

Gary is available to speak to for 15 to 30 minutes on a single topic for your group (investment, or garden clubs, church men`s or women's clubs, rotary clubs etc).  If you are interested, please use the "contact us" button thru this web site and we will call you to discuss the arrangement.