Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danielle? Claim Your ProfileDanielle Bonilla is a financial advisor with Purshe Kaplan Sterling Investments. Danielle has over 15 years of experience in the financial services industry. She is licensed to sell securities in California and Colorado. Danielle holds the Series 6, Series 63 and SIE licenses. Danielle previously worked at LPL Financial LLC, 1st Global Capital Corp., Financial Telesis Inc and Invesco AIM Distributors, Inc.
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.
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2
NY
08/16/2024 - Present
Purshe Kaplan Sterling Investments (ALBANY NY)
CO
09/03/2019 - 08/16/2024
LPL FINANCIAL LLC (GREENWOOD VILLAGE CO)
CO
12/13/2013 - 09/04/2019
1ST GLOBAL CAPITAL CORP. (Greenwood Village CO)
CO
08/14/2012 - 12/06/2013
FINANCIAL TELESIS INC (DENVER CO)
TX
05/24/2006 - 08/31/2009
INVESCO AIM DISTRIBUTORS, INC. (HOUSTON TX)
BC
Issued 10/29/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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