Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Bench is an advisor with Capstone Partners. David has over 20 years of experience in the financial services industry, holding both Series 7 and Series 24 licenses. David also has a Series 63 license and is registered with the state of Massachusetts. Prior to joining Capstone Partners, David worked at Morgan Stanley Smith Barney, Citigroup Global Markets Inc., and Citigroup Geneva Capital Strategies Inc. David is committed to providing his clients with personalized financial advice and helping them 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.
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.
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2
CA
10/21/2010 - Present
Capstone Partners (Irvine CA)
CA
06/01/2009 - 10/11/2010
MORGAN STANLEY SMITH BARNEY (LAGUNA BEACH CA)
CA
12/13/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (LAGUNA HILLS CA)
CA
01/22/2001 - 01/18/2006
CITIGROUP GENEVA CAPITAL STRATEGIES INC. (LAGUNA HILLS CA)
BC
Issued 12/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/09/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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