Unclaimed
Blaise Benoist is a financial advisor with over 20 years of experience in the industry. Blaise is currently registered with Raymond James Financial Services Advisors, Inc. and has a strong track record of success in helping clients achieve their financial goals. Previously, Blaise was registered with Morgan Keegan & Company, Inc., Amsouth Investment Services, Inc., CUSO Financial Services, L.P., CUNA Brokerage Services, Inc., William R. Hough & Co., Salomon Smith Barney Inc., Barnett Investments, Inc., and MONY Securities Corp. Blaise specializes in providing a variety of services including financial planning, portfolio management, and pension consulting. Blaise is committed to providing his clients with personalized service and guidance.
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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
09/21/2023 - Present
Raymond James Financial Services Advisors, Inc. (ORLANDO FL)
FL
02/13/2007 - 06/04/2012
MORGAN KEEGAN & COMPANY, INC. (WINTER PARK FL)
FL
03/11/2005 - 02/13/2007
AMSOUTH INVESTMENT SERVICES, INC. (ORLANDO FL)
CA
01/02/2001 - 07/03/2003
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
IA
08/23/1999 - 12/31/2000
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
FL
12/09/1998 - 08/16/1999
WILLIAM R. HOUGH & CO. (ST. PETERSBURG FL)
NY
06/03/1998 - 12/16/1998
SALOMON SMITH BARNEY INC. (NEW YORK NY)
FL
03/06/1997 - 03/03/1998
BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)
NY
01/18/1996 - 03/04/1997
MONY SECURITIES CORP. (NEW YORK NY)
BOTH
Issued 7/18/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/3/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 9/17/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/17/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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