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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffry? Claim Your ProfileJeffry Benoit is an investment advisor representative currently registered with Fiducient Advisors LLC. Jeffry has been in the industry since 1986 and has worked for several other firms during his career, including Commonwealth Financial Network and LaSalle St Securities, L.L.C.. Jeffry's primary area of focus is working with charitable organizations, high net worth individuals, and pension and profit-sharing plans. Jeffry provides financial planning, pension consulting, investment consulting, and portfolio management services to clients.
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.
Investment consulting for individuals and non profit organizations
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
IL
11/08/2000 - Present
Fiducient Advisors LLC (CHICAGO IL)
MA
08/31/2000 - 12/15/2004
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
IL
09/07/1995 - 08/25/2000
LASALLE ST SECURITIES, L.L.C. (ELMHURST IL)
NA
07/01/1994 - 09/06/1995
FOUNDATION INVESTORS SECURITIES CORP.
MO
09/04/1990 - 07/07/1994
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NA
02/12/1990 - 09/04/1990
BLUNT ELLIS & LOEWI INCORPORATED
NY
01/30/1990 - 03/03/1990
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
NA
05/23/1988 - 02/13/1990
J. T. MORAN & CO., INC.
NA
02/02/1987 - 06/01/1988
SHERWOOD CAPITAL, INC.
NA
04/25/1986 - 01/31/1987
FIRST JERSEY SECURITIES, INC.
IA
Issued 08/29/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/06/1995
Series 24 - General Securities Principal Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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