Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Denice? Claim Your ProfileDenice Benavidez is a registered representative with Fidelity Personal And Workplace Advisors. Denice has been in the securities industry since July 1999. Denice is registered in 53 states and the District of Columbia. Denice has passed the Series 7, Series 63 and Series 65 exams. Denice has also been employed at Charles Schwab & Co., Inc. and USAA Investment Management Company. Denice specializes in working with individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, pension and profit sharing plans, and state or municipal government entities. Denice offers financial planning, educational seminars, selection of other advisors, and portfolio management for individuals and businesses.
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.
1
2
TX
11/02/2023 - Present
Fidelity Personal AND Workplace Advisors (SAN ANTONIO TX)
TX
05/23/2020 - 06/08/2023
CHARLES SCHWAB & CO., INC. (San Antonio TX)
TX
03/30/1999 - 05/24/2020
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
IA
Issued 04/02/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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