Unclaimed
Brian Bennett is a registered investment advisor representative with Centaurus Financial, Inc. Brian is licensed in Alabama, Louisiana, and Mississippi. Brian has been in the industry since 1999 and has experience with AXA Advisors, LLC and The Equitable Life Assurance Society of the United States. Brian has passed Series 6, 7, and 66 exams. In addition to financial planning, Brian is also a President of Bennett’s Bookkeeping Inc.
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.
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.
1
2
LA
01/27/2023 - Present
Centaurus Financial, Inc. (BATON ROUGE LA)
NY
08/12/1999 - 10/17/2002
AXA ADVISORS, LLC (NEW YORK NY)
NY
08/12/1999 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 12/04/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/12/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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