Unclaimed
Donald Melvin Benson is a financial advisor with over 24 years of experience in the industry. Donald has a strong background in public accounting and holds a Certified Financial Planner designation. Donald is currently registered with PVG Asset Management Corp. and has offices in Cocoa Beach, FL, Oneonta, NY, and Denver, CO. He has previously worked with Securities America, Inc., LPL Financial LLC, and Pittsford Capital Markets, Inc.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
11/05/2024 - Present
PVG Asset Management Corp. (Cocoa Beach FL)
NY
03/04/2016 - 06/14/2024
SECURITIES AMERICA, INC. (Oneonta NY)
NY
08/09/2011 - 03/30/2016
LPL FINANCIAL LLC (ROME NY)
NY
07/03/2002 - 08/09/2011
SECURITIES AMERICA, INC. (ONEONTA NY)
NY
01/30/2001 - 04/23/2002
PITTSFORD CAPITAL MARKETS, INC (PITTSFORD NY)
TX
05/14/1998 - 03/03/2000
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
IA
Issued 02/13/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/1999
Series 7 - General Securities Representative Examination
BC
Issued 05/08/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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