About Us

David A. Vente

Financial Professional
Phone: 813-466-3169
Fax: 813-289-8774

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

Life, Health, and Variable Annuity Insurance License: FL

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

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.

California Insurance License #: 0F65813

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding 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.

Equitable Advisors, LLC is an Equal Opportunity Employer M/F/D/V

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

Link to equitable.com

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