Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Bonfante is a financial advisor registered with LPL Financial LLC since August 2021. Bradley has been in the financial industry since November 2014. Bradley is also registered in Florida, New Jersey, New York, and South Carolina. Bradley has a Series 63 license from the state of New York and a Series 6 and SIE license from FINRA. Prior to LPL Financial LLC, Bradley was registered with Key Investment Services LLC in Albany, New York. Bradley is experienced in providing financial planning, consulting, and investment advice to individuals and businesses.
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.
Consulting and other non-discretionary advisory services
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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NY
08/03/2021 - Present
LPL Financial LLC (SCHENECTADY NY)
NY
09/21/2016 - 12/24/2018
KEY INVESTMENT SERVICES LLC (RENSSELAER NY)
NY
11/01/2014 - 09/21/2016
LPL FINANCIAL LLC (NASSAU NY)
BC
Issued 01/30/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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