Invested Better
Unclaimed

Unclaimed

Unclaimed

Carrie Ann Benoit

Symetra Securities, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Carrie? Claim Your Profile

About Carrie Ann Benoit

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.

Firm Information

Carrie Benoit is currently registered with Symetra Securities, Inc.. Symetra Securities, Inc. is a corporation formed in August 1967 and is approved in all 50 states, as well as the District of Columbia and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

130

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Carrie Benoit’s Registration & Firm History

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)

Not sure if Carrie Ann Benoit is right for you?

Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Carrie Ann Benoit.
Not sure if Carrie Ann Benoit is right for you?