Unclaimed
Cary Bennett is a financial professional with over 20 years of experience in the financial services industry. Cary is a registered representative and investment adviser representative with Concourse Financial Group Securities, Inc. Cary specializes in providing financial planning, portfolio management, and insurance services to individuals and businesses. Cary is dedicated to helping clients achieve their financial goals and providing personalized guidance. Cary is committed to providing clients with the highest level of service and support.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
GA
11/17/2014 - Present
Concourse Financial Group Securities, Inc. (Blackshear GA)
GA
08/23/2006 - 11/14/2014
METLIFE SECURITIES INC. (BLACKSHEAR GA)
GA
08/23/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ALMA GA)
MS
03/15/2000 - 08/22/2006
SOUTHERN FARM BUREAU FUND DISTRIBUTOR, INC. (JACKSON MS)
IA
Issued 05/10/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/01/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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