Theresa Neitzel Benson

Current Employers

Employment History

• 04/2015 → Present
  Raymond James & Associates
  Orlando, FL

Other Businesses

(1)Name of Business: Central Florida Chapter, Exit Planning Institute Address: 390 North Orange Avenue, Orlando, FL, 32801, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Advisory Board Investment Related: No Start Date: 03/01/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Serve on advisory board of 8 local cross-discipline professionals to establish a Central Florida chapter of the Exit Planning Institute's CEPA designees. Once established the chapter will provide forum where local advisors can collaborate; develop educational programs for business owners and their advisors to build awareness and better prepare an owner for the successful exit of their business; and promote common business interests of those advisors engaged in the profession of exit planning. (2)Name of Business: Watermark Outdoors LLC Address: 4849 Murray Lee Lane, Orlando, FL, 32806, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 10/18/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am listed as Registered Agent for LLC reporting to the State of Florida for my husband's professional fishing guide and concession business. I help to file his quarterly taxes and on occasion need to speak with the Dept of Revenues on the company's behalf.

Exams

• S66 Uniform Combined State Law Examination
  2015-06-06
• S63 Uniform Securities Agent State Law Examination
  2002-10-23

Other Names

• Theresa L Neitzel
• Theresa Neitzel
• Teri Neitzel