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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Bonafede is a financial advisor with Commonwealth Financial Network, registered in the state of California. Anthony has over 20 years of experience in the financial services industry. Anthony has a strong track record of providing financial advice to individuals, families, and businesses. Anthony specializes in financial planning, retirement planning, college savings, and investment management. Anthony is committed to helping clients achieve their financial goals. Anthony has previously been registered with CUSO Financial Services, LP, Sorrento Pacific Financial, LLC, Independent Financial Group, LLC, and LPL Financial LLC. Anthony holds Series 4, 7, 24, 63 and 66 securities licenses as well as the Series 99TO and SIE exams.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
04/15/2022 - Present
Commonwealth Financial Network (SAN DIEGO CA)
CA
08/27/2018 - 03/29/2022
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
CA
08/27/2018 - 03/29/2022
SORRENTO PACIFIC FINANCIAL, LLC (SAN DIEGO CA)
CA
06/09/2014 - 07/27/2018
INDEPENDENT FINANCIAL GROUP, LLC (SAN DIEGO CA)
CA
05/03/2004 - 07/02/2014
LPL FINANCIAL LLC (SAN DIEGO CA)
CA
06/11/2002 - 04/12/2004
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
BOTH
Issued 06/05/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/29/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/2009
Series 4 - Registered Options Principal Examination
BC
Issued 08/30/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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