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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Beneteau is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. He has been in the industry since 2008, and has worked for several firms over the years. Jeffrey is registered to provide investment advice in 51 states, and he has passed all necessary licensing exams. He specializes in providing financial planning, portfolio management, and other investment services. Jeffrey has a strong focus on retirement planning, and he is committed to helping clients achieve their financial 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
AZ
08/19/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (Scottsdale AZ)
IA
05/28/2021 - 05/17/2024
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
AZ
01/02/2013 - 12/31/2020
MML DISTRIBUTORS, LLC (PHOENIX AZ)
AZ
02/25/2011 - 01/02/2013
HARTFORD SECURITIES DISTRIBUTION COMPANY, INC. (PHOENIX AZ)
AZ
02/07/2011 - 02/25/2011
HARTFORD LIFE DISTRIBUTORS, LLC (PHOENIX AZ)
AZ
05/28/2008 - 01/27/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SCOTTSDALE AZ)
AZ
09/06/2007 - 05/12/2008
CHASE INVESTMENT SERVICES CORP. (SCOTTSDALE AZ)
BOTH
Issued 07/30/2024
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/03/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/13/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2008
Series 7 - General Securities Representative Examination
BC
Issued 09/04/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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