Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bonafe? Claim Your ProfileBonafe De mayo Santos is a financial advisor with over 15 years of experience in the financial services industry. Bonafe is currently registered with Osaic Wealth, Inc. and holds Series 7, 24, and 66 licenses. Bonafe has previously worked with E*TRADE Securities LLC and RBC Capital Markets, LLC. Bonafe specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations.
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.
A percentage of the total value of assets under management is charged.
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2
CA
01/24/2025 - Present
Osaic Wealth, Inc. (SAN RAMON CA)
CA
08/28/2013 - 09/21/2018
E*TRADE SECURITIES LLC (PALO ALTO CA)
CA
04/08/2009 - 08/16/2013
RBC CAPITAL MARKETS, LLC (SAN FRANCISCO CA)
CA
01/24/2008 - 04/23/2009
CREDIT SUISSE SECURITIES (USA) LLC (SAN FRANCISCO CA)
BOTH
Issued 10/18/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/15/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/05/2014
Series 24 - General Securities Principal Examination
BC
Issued 09/21/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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