Unclaimed
Brian Bonifant is a financial professional with over 30 years of experience in the industry. Brian currently works with Lion Street Financial, LLC. Brian holds the Series 6, 7, and 63 securities licenses, in addition to the SIE exam. Brian has worked with NFP Securities, Inc., Signator Investors, Inc. and John Hancock Mutual Life Insurance Company. Brian is currently registered in Texas.
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.
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.
1
2
TX
09/07/2013 - Present
Lion Street Financial, LLC (AUSTIN TX)
TX
09/25/2003 - 08/23/2011
NFP SECURITIES, INC. (AUSTIN TX)
MA
11/30/1989 - 09/09/2003
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
11/30/1989 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BC
Issued 02/28/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/1999
Series 7 - General Securities Representative Examination
BC
Issued 11/29/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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