Unclaimed
Matthew Benoit is an Investment Advisor Representative with First Command Advisory Services. Matthew has been in the financial services industry for over 10 years, including experience with First Command Brokerage Services, Infinity Systems Engineering, and Science Applications International Corporation. Matthew has passed the Series 63, Series 65, and Series 6TO exams. Matthew is registered to conduct business in North Carolina. Matthew also owns rental properties and is involved in real estate investing.
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.
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.
A percentage of the total value of assets under management is charged.
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NC
09/25/2023 - Present
First Command Advisory Services (Fayetteville NC)
IA
Issued 09/15/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/05/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/23/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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