Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Benoit is a financial advisor with over 10 years of experience in the industry. Elizabeth is currently registered with Cambridge Investment Research Advisors, Inc. and is licensed to offer investment advice in several states including New Hampshire, Massachusetts, Florida, and Georgia. Prior to joining Cambridge Investment Research Advisors, Inc. Elizabeth has held positions at Lincoln Financial Securities Corporation and Commonwealth Financial Network. Elizabeth holds the Series 6, 7TO, and 63 licenses, as well as the SIE and Series 65. Elizabeth specializes in financial planning, portfolio management, and investment advice. Elizabeth is committed to providing her clients with personalized financial advice that helps them achieve their goals.
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.
Solicitation fees from 3rd party money managers
1
2
NH
11/21/2017 - Present
Cambridge Investment Research Advisors, Inc. (Concord NH)
MA
03/31/2017 - 12/06/2017
LINCOLN FINANCIAL SECURITIES CORPORATION (BRADFORD MA)
NH
05/19/2015 - 04/10/2017
COMMONWEALTH FINANCIAL NETWORK (BEDFORD NH)
IA
Issued 01/28/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/07/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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