Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Danforth Benenson is a registered representative and investment advisor representative at LPL Financial LLC in Fort Mill, SC. William has been in the financial services industry since March 6, 2016. William has passed the Series 63, Series 7 and SIE exams and has been registered with the Financial Industry Regulatory Authority (FINRA) and the state of South Carolina. William previously worked at Fidelity Brokerage Services LLC in Boston, MA from February 16, 2016 to October 6, 2021. LPL Financial LLC is a registered investment advisor with more than $50 billion in assets under management and offers a wide range of financial services to individual and institutional clients.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
SC
10/27/2021 - Present
LPL Financial LLC (FORT MILL SC)
MA
02/16/2016 - 10/06/2021
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
BC
Issued 04/22/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure William Benenson is the right advisor for you? Invested Better is here to help.
