James Benoit, CFA

Director at Frontier Investment Management Company
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Contact Information
us****@****om
(386) 825-5501
Location
Oviedo, Florida, United States, US
Skills

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Bio

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Credentials

  • FINRA Mediator
    FINRA
    Oct, 2018
    - Nov, 2024
  • Chartered Financial Analyst (CFA)
    CFA Institute
    Sep, 2012
    - Nov, 2024
  • Series 10
    FINRA
  • Series 24
    FINRA
  • Series 63
    FINRA
  • Series 66
    FINRA
  • Series 7
    FINRA
  • Series 9
    FINRA

Experience

  • Frontier Investment Management Company
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Director
      • Jan 2021 - Present

  • Charles Schwab
    • United States
    • Financial Services
    • 700 & Above Employee
    • Senior Manager-Southeast Regional Bond Desk
      • Jan 2011 - Dec 2020

    • Regional Bond Specialist
      • Sep 2005 - Jan 2011

    • Senior Registered Representative
      • Sep 2003 - Sep 2005

    • Senior Registered Representative for Retail Client Services
      • Nov 2002 - Sep 2003

    • Senior Registered Representative-Active Trader
      • Jan 2000 - Oct 2002

    • Registered Representative-Retail Client Services
      • Jan 1999 - Jan 2000

  • CFA Society Orlando
    • United States
    • Financial Services
    • Career Services Committee Chair
      • Jul 2017 - Jul 2018

  • Olde Stockbrokers
    • Registered Representative
      • Jun 1998 - Jan 1999

Education

  • University of West Florida - College of Business
    1993 - 1997

Community

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