Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniele? Claim Your ProfileDaniele Bonafede is an investment advisor representative, registered with Ameriprise Financial Services, LLC. Daniele has been in the financial services industry since April 15, 2014. Previously, Daniele worked as a representative for Merrill Lynch, Pierce, Fenner & Smith Incorporated and J.P. Morgan Securities LLC. Daniele holds licenses for Series 6, 7TO, 63 and 66 exams. Daniele offers advisory services including financial planning, pension consulting, educational seminars, asset allocation services and portfolio management for both 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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
CA
06/28/2024 - Present
Ameriprise Financial Services, LLC (Winchester CA)
CA
12/17/2018 - 07/01/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TEMECULA CA)
CA
10/26/2013 - 06/27/2018
J.P. MORGAN SECURITIES LLC (ESCONDIDO CA)
BOTH
Issued 04/13/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/06/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/12/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/27/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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