Unclaimed
Carrie Benoit is a financial professional with over 20 years of experience in the industry. Carrie is currently registered with Symetra Securities, Inc. in Bellevue, Washington. Previously, Carrie was employed by Symetra Investment Services, Inc., Sun Life Financial Distributors, Inc. and VeraVest Investments, Inc. Carrie has a strong background in the investment industry, having passed several exams including Series 6, Series 26, Series 63, Series 99TO, and the Securities Industry Essentials (SIE) exam.
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.
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.
1
2
WA
09/30/2013 - Present
Symetra Securities, Inc. (BELLEVUE WA)
WA
02/28/2013 - 09/30/2013
SYMETRA INVESTMENT SERVICES, INC. (BELLEVUE WA)
MA
03/10/2005 - 01/11/2012
SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)
MA
07/16/1997 - 03/31/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
BC
Issued 06/21/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/20/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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