Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Coltrane Benoit is a financial advisor with First Citizens Investor Services, Inc., registered with the state of South Carolina. George Benoit has been in the financial industry since 1999 and has held prior positions at several firms including BB&T Securities, LLC, BB&T Investment Services, Inc., Southwest Securities, Inc., and Wells Fargo Investments, LLC. George Benoit is a Certified Financial Planner™ professional. George Benoit provides financial planning, portfolio management for businesses and individuals, and selection of other advisors services.
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.
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.
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2
SC
03/25/2020 - Present
First Citizens Investor Services, Inc. (COLUMBIA SC)
SC
01/02/2018 - 03/04/2020
BB&T SECURITIES, LLC (COLUMBIA SC)
SC
01/27/2009 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (COLUMBIA SC)
SC
05/28/2008 - 12/31/2008
BB&T INVESTMENT SERVICES, INC. (COLUMBIA SC)
TX
06/13/2007 - 04/17/2008
SOUTHWEST SECURITIES, INC. (AUSTIN TX)
TX
03/07/2005 - 08/09/2006
WELLS FARGO INVESTMENTS, LLC (AUSTIN TX)
IL
02/07/2003 - 03/02/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MO
10/01/1999 - 10/01/2002
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NC
04/09/1998 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
IA
Issued 05/13/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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