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Michael Vincent Benevento is an Investment Advisor Representative at Beese Fulmer Private Wealth Management. Michael has been in the financial industry since 2020. Michael earned the Series 65 license by passing the Uniform Investment Adviser Law Examination. Michael specializes in financial planning, portfolio management for individuals and businesses and portfolio management for pooled investment vehicles. Michael's firm, Beese Fulmer Private Wealth Management, is based in Canton, Ohio and manages between $1 billion and $10 billion in assets.
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.
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.
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OH
06/02/2021 - Present
Beese Fulmer Private Wealth Management (CANTON OH)
IA
Issued 06/01/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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