Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Renee? Claim Your ProfileRenee Anne Benoit is a financial advisor with over 30 years of experience in the financial services industry. Renee is currently registered with Osaic Wealth, Inc. Renee has worked with a variety of firms over her career including Signator Investors, Inc., The Strategic Financial Alliance, Inc., and Invest Financial Corporation. Renee specializes in providing financial planning and portfolio management for individuals, families, and businesses. She is a Certified Financial Planner.
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.
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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2
AZ
11/02/2018 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
FL
07/18/2017 - 11/02/2018
SIGNATOR INVESTORS, INC. (ST. PETERSBURG FL)
FL
01/14/2016 - 07/11/2017
THE STRATEGIC FINANCIAL ALLIANCE, INC. (TAMPA FL)
FL
01/18/2008 - 01/04/2016
INVEST FINANCIAL CORPORATION (TAMPA FL)
FL
10/06/2005 - 12/31/2007
ALLSTATE FINANCIAL SERVICES, LLC (ST PETERSBURG FL)
NE
11/29/2001 - 08/30/2005
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
MA
08/23/2001 - 08/28/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/23/2001 - 08/28/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
CT
04/27/1992 - 07/27/2000
ADVEST, INC. (HARTFORD CT)
MN
10/15/1990 - 03/07/1991
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/15/1990 - 03/07/1991
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 03/04/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/25/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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