AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
BG

Ben J. Giese

AMERICAN GLOBAL WEALTH MANAGEMENT
Mcdonough, GA 30253
Some features on this profile are disabled
CRD#: 1332226
BG

Professional summary


Ben Jay Giese is a registered financial professional currently at AMERICAN GLOBAL WEALTH MANAGEMENT, INC. located in Mcdonough, Georgia.

Ben is registered as a RR (Registered Representative) and started their career in finance in 1984. Ben has worked at 6 firms and has passed the Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Ben Jay Giese's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

April 17, 2023 - Present

AMERICAN GLOBAL WEALTH MANAGEMENT, INC.

Office #1: 1600 Pennsylvania Avenue, Mcdonough, GA 30253
BD
CRD#: 7388
Mcdonough, GA
Past

March 1, 2019 - April 19, 2023

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
EWA BEACH, HI
Past

December 1, 2006 - March 1, 2019

QUESTAR CAPITAL CORPORATION

BD
CRD#: 43100
EWA BEACH, HI
Past

August 13, 2001 - December 1, 2006

USALLIANZ SECURITIES, INC.

BD
CRD#: 40875
KAPOLEI, HI
Past

December 24, 1984 - May 1, 1997

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

BD
CRD#: 5181
BOSTON, MA
Past

December 24, 1984 - August 16, 2001

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
BOSTON, MA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(4/17/2023)
RR
Hawaii
(4/17/2023)
RR
Massachusetts
(2/20/2024)
RR
Texas
(4/17/2023)
RR
Washington
(2/14/2024)

Exams


State Security Law Exam
RR
Series 63
Date: 12/1/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


AG
AMERICAN GLOBAL WEALTH MANAGEMENT, INC.
AMERICAN GLOBAL WEALTH MANAGEMENT, INC. | WISCONSIN DISCOUNT SECURITIES CORPORATION

CRD#: 7388 / SEC#: , 8-21584

BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
1600 Pennsylvania Ave., Mcdonough, GA 30253
Mailing Address
1600 Pennsylvania Ave., Mcdonough, GA 30253
Phone number
(770) 400-9862
Established
Wisconsin since 02/25/1977
Firm type
Corporation
Fiscal year end
September
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
AMERICAN GLOBAL WEALTH SERVICES, INC.OWNER
CIANTRO, PHILIPFINOP2350685
FAULK, RACHELCHIEF COMPLIANCE OFFICER7712313
LYNCH, JOHN KEVINPRESIDENT1579665
WEBB, JAMES RANDALLCHIEF OPERATIONS OFFICER2089446
WEBB, JAMES RANDALLCHAIRMAN2089446
WEBB, JAMES RANDALLOWNER2089446

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


AMERICAN GLOBAL WEALTH MANAGEMENT, INC.

CRD#: 7388Mcdonough, GA 30253

TRUST BUT VERIFY

Monitor Ben Giese

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


JM
Jonathan MeaneyAdvisorCheck Check Mark
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
IAR
RR
DALLAS, TX
TS
Tyler SchoettleAdvisorCheck Check Mark
SEVEN POINTS CAPITAL, LLC
PR
NEW YORK, NY
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics