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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 an investment advisor representative with Fidelity Personal and Workplace Advisors. David is a Registered Representative of FINRA and a Registered Investment Advisor in North Carolina. David has over 10 years of experience in the financial services industry. David has previously worked at Edward Jones, Fidelity Brokerage Services LLC, American Funds Distributors, Inc., Purshe Kaplan Sterling Investments, Wells Fargo Advisors Financial Network, LLC, Robert W. Baird & Co. Incorporated, and Charles Schwab & Co., Inc.. David holds the following licenses: Series 66, Series 7, and SIE. David is also a Certified Financial Planner.
3501 PGA BOULEVARD, SUITE 100
PALM BEACH GARDENS, FL 33410-2709
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 7/15/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/9/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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