Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Benoit has been in the financial services industry since 2008. Michael is a registered representative and investment advisor representative with LPL Financial LLC. Michael holds the Series 7, Series 66, and SIE licenses. Michael has experience in various financial services firms like Principal Financial, Lockton Companies, LLC, Transamerica Retirement Solutions, and CUSO Financial Services, LP.
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.
Consulting and other non-discretionary advisory services
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.
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WI
03/12/2024 - Present
LPL Financial LLC (MADISON WI)
MI
01/03/2023 - 01/08/2024
CUSO FINANCIAL SERVICES, L.P. (Traverse City MI)
MI
08/15/2022 - 12/16/2022
BANKERS LIFE SECURITIES, INC. (Traverse City MI)
OH
05/01/2018 - 03/01/2021
PRINCIPAL SECURITIES, INC. (CLEVELAND OH)
NY
08/14/2017 - 04/12/2018
TRANSAMERICA INVESTORS SECURITIES CORPORATION (HARRISON NY)
CO
01/04/2017 - 08/03/2017
TRANSAMERICA CAPITAL, INC. (DENVER CO)
CO
06/17/2016 - 01/04/2017
TRANSAMERICA INVESTORS SECURITIES CORPORATION (DENVER CO)
CO
01/28/2015 - 06/03/2016
LOCKTON FINANCIAL ADVISORS, LLC (DENVER CO)
CO
01/10/2011 - 01/29/2015
PRINCOR FINANCIAL SERVICES CORPORATION (DENVER CO)
CO
12/06/2010 - 12/10/2010
PRUCO SECURITIES, LLC. (ENGLEWOOD CO)
CO
08/24/2009 - 05/12/2010
FINANCIAL TELESIS INC (DENVER CO)
CO
09/20/2006 - 05/20/2009
FIDELITY BROKERAGE SERVICES LLC (LONE TREE CO)
MI
05/30/2005 - 06/19/2006
NEW ENGLAND SECURITIES (SOUTHFIELD MI)
BOTH
Issued 08/25/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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