Unclaimed
Benedetto D'alessandro is a financial advisor with Wells Fargo Clearing Services, LLC. Benedetto has over 28 years of experience in the financial services industry. Benedetto is registered with the Securities and Exchange Commission and has passed the Series 7, Series 8, Series 63, and Series 65 exams. Benedetto is licensed to sell securities in 25 states and the District of Columbia. Prior to joining Wells Fargo Clearing Services, LLC, Benedetto was with Wells Fargo Advisors LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AZ
11/07/2016 - Present
Wells Fargo Clearing Services, LLC (PRESCOTT AZ)
AZ
06/26/2001 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (PRESCOTT AZ)
NY
05/12/1994 - 06/26/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 06/10/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/25/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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