Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Troy? Claim Your ProfileTroy Benoit is a financial advisor registered with Cetera Investment Advisers LLC. Troy has been in the industry since May 1, 2019, and has a strong understanding of financial planning and portfolio management. Troy holds Series 7, 63, and 65 licenses, as well as the SIE exam. Troy has experience working with a variety of clients, including individuals, businesses, and institutions. Troy's previous employment experience includes Hancock Whitney Investment Services Inc. and Fifth Third Securities. Troy is passionate about helping clients achieve their financial goals.
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
LA
08/10/2022 - Present
Cetera Investment Advisers LLC (BROUSSARD LA)
LA
11/17/2021 - 08/10/2022
HANCOCK WHITNEY INVESTMENT SERVICES INC. (OPELOUSAS LA)
IN
05/02/2019 - 11/16/2021
FIFTH THIRD SECURITIES, INC. (BLOOMINGTON IN)
IA
Issued 02/15/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/02/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/16/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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