Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Benton is a financial advisor who has been working in the industry since 2006. He has worked for several large financial institutions including Citigroup Global Markets Inc., BNY Mellon Securities Corporation, Wells Fargo Advisors, LLC, and U.S. Bank. Jeffrey is currently registered with U.S. Bancorp Investments, Inc. as a Registered Representative. Jeffrey has a wide range of experience in the financial services industry and is knowledgeable in a variety of investment products and services. He is committed to providing his clients with personalized financial advice and guidance.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
WA
07/21/2023 - Present
U.s. Bancorp Investments, Inc. (Seattle WA)
WA
08/12/2019 - 03/25/2023
CITI PRIVATE ADVISORY, LLC (Seattle WA)
WA
08/12/2019 - 03/25/2023
CITIGROUP GLOBAL MARKETS INC. (SEATTLE WA)
WA
01/09/2015 - 08/13/2019
BNY MELLON SECURITIES CORPORATION (Seattle WA)
WA
01/03/2011 - 12/10/2014
WELLS FARGO ADVISORS, LLC (SEATTLE WA)
WA
10/21/2005 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SEATTLE WA)
MN
09/13/1996 - 10/10/1996
FORTIS INVESTORS, INC. (OAKDALE MN)
BOTH
Issued 11/25/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/16/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2005
Series 7 - General Securities Representative Examination
BC
Issued 09/12/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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