Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chloe? Claim Your ProfileChloe Benzin is a financial advisor at Raymond James Financial Services Advisors, Inc. Chloe has been in the industry since January 2019 and holds the Series 66 and Series 7TO licenses. Chloe's experience includes working with individuals, businesses, insurance companies, pension and profit-sharing plans, and charitable organizations. Chloe is also a registered investment advisor in New York and Texas. Chloe can provide financial planning, portfolio management, and other financial services to clients. Chloe is passionate about helping clients reach their financial goals and providing them with the guidance and support they need to make informed financial decisions.
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
NY
01/12/2024 - Present
Raymond James Financial Services Advisors, Inc. (Williamsville NY)
NY
01/03/2019 - 07/20/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WILLIAMSVILLE NY)
BOTH
Issued 3/29/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/3/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/29/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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