Unclaimed
Vincent Benevento is a financial advisor with Cetera Investment Advisers LLC. Vincent has been in the financial services industry since January 7, 2001. Vincent is registered with FINRA and has a Series 7, Series 6, Series 24, and Series 63. Vincent has a wide range of experience in the financial services industry, including providing financial planning services, portfolio management for individuals and businesses, and pension consulting. Vincent is committed to providing clients with personalized financial advice to help them achieve their financial goals.
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
NJ
03/21/2024 - Present
Cetera Investment Advisers LLC (RED BANK NJ)
GA
12/16/2004 - 01/06/2005
J.P. TURNER & COMPANY, L.L.C. (ATLANTA GA)
MA
09/22/2000 - 08/30/2004
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
09/22/2000 - 08/30/2004
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 5/15/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/23/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/5/2003
Series 7 - General Securities Representative Examination
BC
Issued 9/21/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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