Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Benson is a financial advisor with over 17 years of experience in the financial industry. He is currently registered with Mount Yale Investment Advisors, LLC, where David is a Registered Representative. David has previously worked with Wells Fargo Clearing Services, LLC and Wells Fargo Investments, LLC. David holds Series 6, 7, 63, and 65 licenses as well as the Securities Industry Essentials Examination. David's primary focus is providing financial planning and portfolio management services to individuals and high-net-worth individuals, as well as corporations and other businesses, charitable organizations, and pension and profit-sharing plans. David is also involved in the selection of other advisers for his clients.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Consulting
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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2
MN
06/25/2021 - Present
Mount Yale Investment Advisors, LLC (Minneapolis MN)
MN
01/03/2011 - 07/01/2021
WELLS FARGO CLEARING SERVICES, LLC (MINNEAPOLIS MN)
MN
01/07/2005 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (EDINA MN)
IA
Issued 04/19/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2005
Series 7 - General Securities Representative Examination
BC
Issued 01/06/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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