Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bennett? Claim Your ProfileBennett Atherton Yort is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Bennett has been working in the financial services industry since September 1995 and has experience working with high-net-worth individuals, corporations, pension and profit sharing plans, charitable organizations, and insurance companies. Bennett is licensed to provide financial services in 28 states. Bennett has held advisory board positions for several community organizations.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
GA
08/28/2002 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (AUGUSTA GA)
NY
01/02/2002 - 08/28/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
GA
11/16/1998 - 01/02/2002
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
NC
05/26/1994 - 07/11/1997
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IA
Issued 01/07/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/27/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 12/29/1998
Series 7 - General Securities Representative Examination
BC
Issued 05/25/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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