David Vente
Financial Professional
David and his team are a part of the Retirement Benefits Group (RBG) a specialized division of Equitable Advisors. The RBG works with local nonprofit and public school employees to build strategies to help them meet their financial goals throughout their employment and retirement years. David is also a member of the Elite Producer Group, which comprises the most distinguished, innovative and respected financial professionals affiliated with Equitable Advisors. EPG members comprise only 10% of all Equitable Advisors nationally. David works with individuals and business owners to help them define their individual retirement goals and create strategies to help meet their objectives. He has a passion for helping clients with their finances and building a roadmap for their future.
Education and Related Experience:
Florida State University - Double Major
Political Science and International Affairs with a focus in Finance
Accreditations and Professional Titles:
Retirement Benefits Specialist – Tax Sheltered Plan Professional
Qualifying Member of the Million-Dollar Roundtable through The Premier Association of Financial Professionals®
Recurring recipient for the Equitable Advisors Centurion Award
Financial Industry Regulatory Authority (FINRA) Series 6- Investment Company Products/Variable Contracts Representative Examination
SIE - Securities Industry Essentials Examination (FINRA)
Series 63 - Uniform Securities Agent State Law Examination (FINRA)
Life, Health, and Variable Annuity Insurance License: State of Florida
Repeat Qualifier for Equitable Advisors National Leaders Forum
Community and Civic Organizations:
Florida State Alumni Association – Member
Member of Old Memorial Golf Club in Tampa, Florida
Part of the Next Gen Group at the Tampa Museum of Art
Polk County Education Foundation volunteer
Volunteer at Land O’ Lakes High School Booster Program
Member of The Stovall House Social Club in Tampa, Florida
Retirement Benefits Group is a specialized division of Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN).
Securities
offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
