Unclaimed
David K. Bensema is a financial advisor with over 20 years of experience in the industry. David is currently registered with LPL Financial LLC. David has a diverse range of experience, having previously worked with Harris Investor Services, Inc., HarrisDirect LLC, and Harris Investorline Inc. David is also a licensed agent in Illinois and Indiana.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
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2
IL
08/09/2021 - Present
LPL Financial LLC (CHICAGO IL)
IL
12/15/2005 - 12/13/2007
HARRIS INVESTOR SERVICES, INC. (HINSDALE IL)
NJ
05/01/2002 - 12/31/2005
HARRISDIRECT LLC (JERSEY CITY NJ)
WA
10/23/2001 - 05/01/2002
HARRIS INVESTORLINE INC. (SEATTLE WA)
BC
Issued 08/09/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/09/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/09/2021
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2001
Series 7 - General Securities Representative Examination
BC
Issued 04/29/1994
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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