Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Benevento is a financial advisor at Equitable Advisors, LLC. Stephen has been in the financial industry since 2001. Stephen holds Series 7, Series 66, SIE and Series 99TO securities licenses. Stephen is also a Certified Financial Planner. Stephen has experience working with a wide range of clients, including individuals, corporations, and charitable organizations. Stephen is registered to provide investment advice in 20 states.
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.
Guidance on pension options to ensure a secure financial future.
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.
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2
RI
02/05/2024 - Present
Equitable Advisors, LLC (EAST GREENWICH RI)
MA
05/27/2011 - 01/31/2024
LPL FINANCIAL LLC (BOSTON MA)
NY
05/10/2010 - 02/25/2011
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (HOLBROOK NY)
NY
09/26/2006 - 02/25/2010
AXA ADVISORS, LLC (MELVILLE NY)
NY
03/15/2001 - 09/07/2006
AXA ADVISORS, LLC (MELVILLE NY)
BOTH
Issued 12/21/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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