Juan Carlos Benedeti

Employer firm

Ausdal Financial Partners, Inc. CRD 7995

$3.73B regulatory AUM 665 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• ADVICE ON UMA PLATFORMS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2007 → 10/2024
  American Portfolios
  Davie, FL
• 10/2024 → 11/2024
  Osaic Advisory Services
  Atlanta, GA
• 10/2024 → 11/2024
  Osaic Wealth, Inc.
  Scottsdale, AZ
• 11/2024 → Present
  Ausdal Financial Partners, Inc
  Davenport, IA

Previous Registrations

• 2024-10-14 → 2024-12-06
  Osaic Advisory Services, Llc
  Davie, FL
  Atlanta, GA
• 2024-10-11 → 2024-10-11
  Osaic Wealth, Inc.
  Davie, FL
  Scottsdale, AZ
• 2007-08-02 → 2024-10-11
  American Portfolios Advisors, Inc
  Holbrook, NY

Other Businesses

1.) ALL BENEFITS GROUP INC.; INVESTMENT RELATED; DADE CITY, FL; PRESIDENT/AGENT; ACTIVITY BEGAN IN 1998; I DEVOTE APPX 5 HOURS PER MONTH ALL DURING TRADING HOURS TO THIS ACTIVITY; DBA FOR OUTSIDE INSURANCE SALES. 2.) PASSPORT WEALTH MANAGEMENT; INVESTMENT RELATED; DADE CITY, FL; DBA FOR INSURANCE & SECURITIES; ACTIVITY BEGAN 2/2016. I DEVOTE APPX 120 HOURS PER MONTH TO THIS ACTIVITY ALL DURING TRADING HOURS; WORK WITH CLIENTS ON INVESTMENTS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-07-13
• S63 Uniform Securities Agent State Law Examination
  2001-07-09