Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Courtney? Claim Your ProfileCourtney Bonacci is a financial advisor with Sanctuary Advisors, LLC. Courtney has been in the financial services industry since 2002 and holds a Series 7, Series 63, Series 66, and SIE license. Courtney specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Courtney has been a registered representative with Sanctuary Advisors, LLC since 2019. Previously, Courtney worked at UBS Financial Services Inc. for 16 years.
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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CA
09/01/2023 - Present
Sanctuary Advisors, LLC (San Francisco CA)
CA
02/21/2003 - 08/19/2019
UBS FINANCIAL SERVICES INC. (SAN FRANCISCO CA)
NY
02/22/1995 - 06/15/1995
FIRST MANHATTAN CO (NEW YORK NY)
BOTH
Issued 03/06/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/21/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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