Chana Kay Beene

Current Employers

Employment History

• 06/1988 → Present
  Chana Beene Fin Serv
  Waco, TX
• 05/2009 → 01/2024
  Woodbury Financial Services
  Waco, TX
• 01/2024 → Present
  Osaic Wealth, Inc.
  Waco, TX

Previous Registrations

• 2009-05-29 → 2024-01-19
  Woodbury Financial Services, Inc.
  Longview, TX
  Mckinney, TX
  Waco, TX
• 2002-07-03 → 2009-05-26
  New England Securities
  Waco, TX
  Austin, TX
  Waco, TX

Other Businesses

1) BEENE WEALTH MANAGEMENT GROUP POSITION: Owner NATURE: Marketing Name for Securities Business through OSAIC Wealth, Inc. INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 06/01/1988 ADDRESS: 400 Austin Ave Ste 200, Waco TX 76701, United States DESCRIPTION: Marketing Name for Sales of securities through OSAIC Wealth, Inc. 2)CHANA BEENE FINACIAL SVCS,LLC; NONINVT REL; 400 AUSTIN AVENUE, SUITE 200, WACO, TX 76701; MANAGE OPERATIONS & ACCTS; OWNER; START 08/02/2006; 4 HRS/MTH; 4 HRS/MTH DURING TRADING; MANAGERIAL. 3) CHANA K. BEENE DBA BEENE WEALTH MANAGEMENT GROUP POSITION: Owner, Broker NATURE: Marketing Name for Securities Business INVESTMENT RELATED: Yes NUMBER OF HOURS: 70 SECURITIES TRADING HOURS: 60 START DATE: 06/01/1988 ADDRESS: 400 Austin Ave Ste 200, Waco TX 76701, United States DESCRIPTION: Marketing Name for Sales of securities through Woodbury Financial Services 4) BAYLOR BEAR FOUNDATION POSITION: Board Member NATURE: Baylor Bear Foundation - 501(c)(3) INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2022 ADDRESS: 1500 S University Parks Dr., Waco TX 76708, United States DESCRIPTION: Attend meetings every two months and write thank you notes to donors. 5)CHANA BEENE FINANCIAL SERVICES, LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 08/02/2006 ADDRESS: 400 Austin Ave. Suite 200, Waco TX 76701, United States DESCRIPTION: Insurance Sales and Service of non variable insurance products. 6)BEENE WMG, PLLC POSITION: Owner NATURE: PLLC taxed as a S-Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 10/18/2023 ADDRESS: 400 Austin Ave. Suite 200, Waco TX 76701, United States DESCRIPTION: Business entity created for tax purposes, management of employees, payroll services, vendor subscriptions, etc. I am one of the managers. 7) FIRST BAPTIST CHURCH OF MEXIA POSITION: Committee Member NATURE: Church INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/17/2024 ADDRESS: 500 E Carthage St., Mexia TX 76667, United States DESCRIPTION: Committee member to start Jan. 1 2025 and serve on the Budget and Finance committee. Purpose is to review and set budget for church expenditures. I will not have any check writing privileges as these are only for church secretary and deacons of church.

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-07-21

Other Names

• Chana Cate
• Chana Kay Cate