Unclaimed
Kevin Benoit is a registered representative with Wells Fargo Advisors Financial Network, LLC. Kevin Benoit has been in the industry since June 6, 2002. Kevin Benoit has been registered with Wells Fargo Advisors Financial Network, LLC since March 10, 2017. Kevin Benoit is also a registered investment advisor representative with Wells Fargo Advisors Financial Network, LLC and is registered in New Jersey and Texas. Kevin Benoit previously worked at Morgan Stanley and Prudential Securities Incorporated. Kevin Benoit has a Series 3, 7, 63, 65, and 66 license. Kevin Benoit holds a SIE license as well.
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.
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 services to institutional clients
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
NJ
03/13/2017 - Present
Wells Fargo Advisors Financial Network, LLC (HACKENSACK NJ)
NJ
03/13/2013 - 03/13/2017
MORGAN STANLEY (Paramus NJ)
NY
02/04/1987 - 11/28/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
02/21/1985 - 02/02/1987
BEAR, STEARNS & CO. INC. (NEW YORK NY)
BOTH
Issued 04/05/2013
Series 66 - Uniform Combined State Law Examination
IA
Issued 08/19/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/02/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2013
Series 7 - General Securities Representative Examination
BC
Issued 04/07/1987
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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