Broker Check
David Vente

David Vente

Financial Professional

Website: www.centralflorida.equitableadvisors.com

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