Unclaimed
Laurie Benchot is a financial advisor registered with PNC Investments in HUNTSVILLE, TX. Laurie has been working in the financial industry since 1994. Laurie has experience with BBVA Securities Inc., BOK Financial Securities, Inc., J.P. Morgan Securities LLC, Chase Investment Services Corp., Compass Brokerage, Inc., WM Financial Services, Inc., A. G. Edwards & Sons, Inc., Comerica Securities, FIMCO Securities Group, Inc., and Comerica Financial Services, Inc. Laurie holds Series 7, Series 63, and Series 65 licenses. Laurie is registered as a broker-dealer in Texas and California and as an investment advisor in Texas. Laurie has a specialty in Portfolio Management for Businesses, Portfolio Management for Individuals and Selection of Other Advisers.
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.
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.
1
2
TX
08/19/2021 - Present
PNC Investments (MONTGOMERY TX)
TX
11/26/2018 - 08/16/2021
BBVA SECURITIES INC. (SPRING TX)
TX
04/14/2014 - 12/12/2018
BOK FINANCIAL SECURITIES, INC. (BELLAIRE TX)
TX
10/01/2012 - 03/06/2014
J.P. MORGAN SECURITIES LLC (SPRING TX)
TX
12/20/2006 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SPRING TX)
AL
11/12/2003 - 02/27/2006
COMPASS BROKERAGE, INC. (BIRMINGHAM AL)
CA
10/11/2001 - 11/20/2003
WM FINANCIAL SERVICES, INC. (IRVINE CA)
MO
02/12/1997 - 08/27/2001
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
MI
01/01/1995 - 09/11/1996
COMERICA SECURITIES (DETROIT MI)
WI
07/07/1995 - 12/31/1995
FIMCO SECURITIES GROUP, INC. (PORT WASHINGTON WI)
NA
06/28/1993 - 01/01/1995
COMERICA FINANCIAL SERVICES, INC.
IA
Issued 01/26/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/16/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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