Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Benoit is a financial advisor with over 30 years of experience in the financial services industry. Jeremy Benoit is currently registered with Cambridge Investment Research Advisors, Inc. in Concord, New Hampshire. Jeremy Benoit provides a variety of financial services to clients, including financial planning, investment management, and insurance. Jeremy Benoit has a broad range of experience in the financial services industry and is committed to providing clients with personalized advice and strategies to help them 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.
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.
Solicitation fees from 3rd party money managers
1
2
NH
11/27/2017 - Present
Cambridge Investment Research Advisors, Inc. (Concord NH)
NH
01/24/2002 - 12/11/2017
LINCOLN FINANCIAL SECURITIES CORPORATION (CONCORD NH)
MA
09/18/1992 - 02/04/2002
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
09/18/1992 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 04/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/07/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/1998
Series 7 - General Securities Representative Examination
BC
Issued 09/16/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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