Unclaimed
Michael Steven Benoit is an investment advisor representative currently registered with Fiducient Advisors LLC. Michael has been in the industry since 1985. Michael is a Certified Financial Planner with a focus on investment consulting for individuals and nonprofit organizations. In addition to individual clients, Michael also provides services to high net worth individuals, corporations, and pension and profit sharing plans. Michael is also registered as an investment advisor in Illinois and Texas.
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.
Investment consulting for individuals and non profit organizations
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
IL
03/11/2022 - Present
Fiducient Advisors LLC (CHICAGO IL)
MA
05/01/1995 - 12/15/2004
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
NJ
01/28/1995 - 05/17/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
06/07/1994 - 01/28/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
MO
09/04/1990 - 06/06/1994
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NA
02/12/1990 - 09/04/1990
BLUNT ELLIS & LOEWI INCORPORATED
NY
01/30/1990 - 03/03/1990
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
NA
05/23/1988 - 02/13/1990
J. T. MORAN & CO., INC.
NA
02/02/1987 - 06/01/1988
SHERWOOD CAPITAL, INC.
NA
05/21/1985 - 01/31/1987
FIRST JERSEY SECURITIES, INC.
IA
Issued 07/14/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/13/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/09/1987
Series 24 - General Securities Principal Examination
BC
Issued 05/18/1985
Series 7 - General Securities Representative Examination
Active
Inactive
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