Jeanine BenenatiCRD Number: 2894693
Current Firm: Strategic Wealth Management, LLC
Jeanine Benenati (CRD# 2894693) is an Investment Advisor Representative working at Strategic Wealth Management, LLC in Bedford, TX and has over 25 years of experience in the finance industry.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|Strategic Wealth Management||Bedford, TX||Apr 2022 - Current||< 1|
|Lpl Financial||Bedford, TX||Oct 2020 - Current||2|
|Strategic Wealth Management||Bedford, TX||Oct 2020 - Apr 2022||1|
|Strategic Wealth Management LLC||Bedford, TX||Jan 2019 - Oct 2020||1|
|Lpl Financial LLC||Bedford, TX||Sep 2012 - Oct 2020||8|
|Strategic Wealth Management, LLC||Bedford, TX||Sep 2014 - Jan 2019||4|
|Independent Financial Partners (ifp)||Bedford, TX||Jan 2013 - Nov 2014||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1997|
|S65||NASAA Investment Advisors Law Examination||Mar 2001|
Total Assets Under Management158MILLIONS
Total Number of Accounts423ACCOUNTS
Average Account Value$372,341
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
LA, TX, WA
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