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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 Bennert is a financial advisor at Commonwealth Financial Network. Jeffrey has been in the financial industry since July 1994. Jeffrey is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Jeffrey is also registered in multiple states, including Maine, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island and Texas. Jeffrey offers a variety of financial services, including financial planning, portfolio management, and investment advisory 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.
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.
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2
ME
12/05/2002 - Present
Commonwealth Financial Network (Cumberland ME)
NY
03/09/2002 - 12/17/2002
RBC DAIN RAUSCHER INC. (NEW YORK NY)
MA
10/13/1997 - 03/09/2002
TUCKER ANTHONY INCORPORATED (BOSTON MA)
NY
07/07/1994 - 10/20/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 08/30/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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