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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Lefevre is an investment advisor representative with Eaton Vance Management. Benjamin has been in the industry for over 30 years. Benjamin has passed the Series 7, 6, 51, 24, 63 and 66 exams. Benjamin has registrations in multiple states, including Alaska, Arizona, Arkansas, California, Colorado, Idaho, Illinois, Iowa, Kansas, Louisiana, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Mexico, North Dakota, Oklahoma, Oregon, South Dakota, Texas, Utah, Washington, Wisconsin and Wyoming. Benjamin has experience providing portfolio management services to businesses, individuals, investment companies and pooled investment vehicles.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of portfolio income
1
2
MA
10/28/2013 - Present
Eaton Vance Management (BOSTON MA)
IL
08/12/2004 - 08/07/2013
DWS INVESTMENTS DISTRIBUTORS, INC (CHICAGO IL)
MA
04/21/1997 - 08/02/2004
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
NC
10/19/1995 - 04/02/1997
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
MA
01/27/1995 - 09/18/1995
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
MA
09/10/1994 - 12/31/1994
MFS FINANCIAL SERVICES, INC. (BOSTON MA)
MA
10/22/1992 - 07/13/1994
JMC FINANCIAL CORPORATION (BOSTON MA)
MA
08/03/1992 - 10/16/1992
KEYPORT FINANCIAL SERVICES CORP. (WELLESLEY HILLS MA)
BOTH
Issued 10/21/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/25/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/2011
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/12/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/1997
Series 7 - General Securities Representative Examination
BC
Issued 07/31/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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