Unclaimed
Jesse Bencivenga is a financial advisor with First Citizens Investor Services, Inc. based in Raleigh, North Carolina. Jesse has been in the financial services industry since 2014. Jesse holds a Series 7TO, 63, and 66 license as well as a Series 6 and SIE license. Jesse is registered to provide advisory services in 22 states and the District of Columbia. Jesse also holds an Investment Advisor Representative license in North Carolina. Jesse has previously worked for Wells Fargo Clearing Services, LLC, Labranche & Co. LLC, and Fleet Meehan Specialist, 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.
Comprehensive financial plans to help you achieve your personal and business goals.
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
NC
11/24/2020 - Present
First Citizens Investor Services, Inc. (Raleigh NC)
NC
08/06/2016 - 08/14/2018
WELLS FARGO CLEARING SERVICES, LLC (CARY NC)
NY
05/08/2001 - 04/15/2003
LABRANCHE & CO. LLC (NEW YORK NY)
NY
10/01/2000 - 05/03/2001
FLEET MEEHAN SPECIALIST, INC. (NEW YORK NY)
BOTH
Issued 11/23/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/17/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/28/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/12/2003
Series 21 - NYSE Front Line Specialist Clerk
BC
Issued 03/23/2000
Series 25 - NYSE Trading Assistant Examination
Active
Inactive
F
FINRA
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