Unclaimed
Douglas R. Benoit is a financial advisor with Edward Jones, a firm with over 20,000 employees and over $800 billion in assets under management. Douglas has been in the industry for over 2 years and has been registered with FINRA for over a year. He is licensed to provide financial advice in numerous states, including Maryland, Virginia, Texas, and Alabama. Douglas specializes in providing financial planning, portfolio management, and pension consulting services to a diverse clientele, including individuals, families, and small businesses.
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.
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.
See schedule d - miscellaneous
1
2
MD
08/09/2024 - Present
Edward Jones (North Beach MD)
MD
08/07/2023 - 07/01/2024
PRUCO SECURITIES, LLC. (North Bethesda MD)
MD
04/11/2022 - 05/10/2023
J.P. MORGAN SECURITIES LLC (Annapolis MD)
BC
Issued 05/02/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/11/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/25/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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