Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Bonebrake is an experienced financial advisor with over 24 years of industry experience. David is a Registered Representative and Investment Advisor Representative associated with Commonwealth Financial Network in Eugene, Oregon. Previously David was associated with Securities America, Inc. and Brecek & Young Advisors, Inc. David also worked for American Express Financial Advisors Inc. and IDS Life Insurance Company in Minneapolis, Minnesota. David is a Certified Financial Planner.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OR
06/19/2013 - Present
Commonwealth Financial Network (EUGENE OR)
OR
01/23/2009 - 05/31/2013
SECURITIES AMERICA, INC. (EUGENE OR)
OR
04/01/2005 - 01/23/2009
BRECEK & YOUNG ADVISORS, INC. (EUGENE OR)
MN
08/25/1998 - 04/06/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/25/1998 - 04/06/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 04/14/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/29/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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