Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Benevento is a financial advisor with Fidelity Personal and Workplace Advisors in Palm Beach Gardens, Florida. David has been in the financial services industry since June 2014. David is registered with FINRA and holds a Series 7, SIE and Series 66 license. David is also a Certified Financial Planner (CFP). David specializes in providing financial advice to individuals, families, and businesses. David offers a range of services, including financial planning, investment management, and retirement planning. David has experience working with a wide range of clients, including those who are self-directed investors, those who are seeking advice on specific financial goals, and those who are looking for comprehensive wealth management services. David is committed to helping clients achieve their financial goals.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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FL
05/08/2024 - Present
Fidelity Personal AND Workplace Advisors (PALM BEACH GARDENS FL)
IA
01/13/2023 - 04/08/2024
EDWARD JONES (CEDAR RAPIDS IA)
FL
05/06/2021 - 10/10/2022
FIDELITY BROKERAGE SERVICES LLC (PALM BEACH GARDENS FL)
TX
06/04/2020 - 04/13/2021
AMERICAN FUNDS DISTRIBUTORS, INC. (SAN ANTONIO TX)
FL
01/23/2020 - 04/30/2020
PURSHE KAPLAN STERLING INVESTMENTS (Sarasota FL)
FL
09/24/2019 - 12/19/2019
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (VENICE FL)
IA
09/07/2018 - 08/15/2019
EDWARD JONES (CEDAR RAPIDS IA)
AZ
05/05/2017 - 01/03/2018
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
IA
08/29/2016 - 03/29/2017
ROBERT W. BAIRD & CO. INCORPORATED (CEDAR RAPIDS IA)
IA
05/10/2013 - 08/16/2016
EDWARD JONES (CEDAR RAPIDS IA)
BOTH
Issued 07/15/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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