Raul Benitez, financial advisor Miami FL
61 score

Raul Benitez

CRD Number: 4457185
Current Firm: Suntrust Investment Services, Inc.

Raul Benitez (CRD# 4457185) is an Investment Advisor Representative working at Suntrust Investment Services, Inc. in Miami, FL and has over 7 years of experience in the finance industry. Raul Benitez has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Suntrust Investment Services, Inc. Atlanta, GA Sep 2014 - Current 2
Lpl Miami, FL May 2013 - Sep 2014 1
J.p. Morgan Securities LLC Miami, FL Oct 2012 - Mar 2013 < 1
Chase Investment Services Corp Ft. Lauderdale, FL Apr 2009 - Oct 2012 3
The Equity Group Investments And Insurance Miami, FL Nov 2006 - Apr 2009 2
Rjb Investment Company LLC Miami, FL Nov 2006 - Apr 2009 2
Brokers International Financial Services Panore, IA Sep 2007 - Aug 2008 < 1
Kovack Securities Inc. Ft. Lauderdale, FL Jun 2004 - Sep 2007 3
Equity Group Financial Services Miami, FL May 2003 - Nov 2006 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Raul J. Benitez
Phone Number: 404-813-8981
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    10,443
    MILLIONS
  • Total Number of Accounts
    26,841
    ACCOUNTS
  • Average Account Value
    $389,077
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
61

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