Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Benet is a financial advisor with IP Financial Advisory Services LLC, where he has been employed since March 2019. Andrew is registered with the state of New York as an investment advisor representative. He holds the Series 6, Series 63 and SIE licenses. Andrew has been in the financial services industry since December 2012. He is also a sole proprietor of Benet And Associates LLC, a tax preparation and accounting firm. He provides tax preparation and insurance services to individuals and businesses. Andrew is committed to providing clients with the highest quality financial advice and service. He is dedicated to helping his clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting services to qualified retirement plans
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Recurring fees
1
2
NC
08/21/2021 - Present
IP Financial Advisory Services LLC (CHARLOTTE NC)
NY
12/03/2012 - 08/18/2017
HD VEST INVESTMENT SERVICES (GARNERVILLE NY)
BC
Issued 12/14/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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