Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bonifacio? Claim Your ProfileBonifacio Chacon is a financial advisor with over 25 years of experience in the financial services industry. Bonifacio is currently registered with UBS Financial Services Inc. in Weehawken, New Jersey. Prior to joining UBS, Bonifacio worked at Credit Suisse Securities (USA) LLC, Pershing LLC, Pershing Trading Company, L.P., and PaineWebber Incorporated. Bonifacio is a Series 66 and Series 63 licensed advisor and holds the Series 4, Series 24, Series 57TO, Series 3, Series 55 and Series 7 licenses. Bonifacio specializes in providing financial advice to individuals, businesses, and institutions.
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.
See schedule d - miscellaneous
1
2
NJ
02/08/2024 - Present
UBS Financial Services Inc. (WEEHAWKEN NJ)
NJ
01/12/2016 - 04/24/2023
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
05/10/2010 - 01/28/2016
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NJ
09/09/2005 - 05/03/2010
PERSHING LLC (JERSEY CITY NJ)
NJ
01/29/2004 - 09/09/2005
PERSHING TRADING COMPANY, L.P. (JERSEY CITY NJ)
NJ
06/01/1999 - 02/04/2004
PERSHING LLC (JERSEY CITY NJ)
NJ
09/18/1998 - 05/14/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NE
07/08/1996 - 08/12/1998
AMERITRADE (BELLEVUE NE)
BOTH
Issued 05/23/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/08/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/14/2007
Series 4 - Registered Options Principal Examination
BC
Issued 04/19/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2016
Series 3 - National Commodity Futures Examination
BC
Issued 02/12/2004
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/05/1996
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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