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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Wayne Boniface is an investment advisor representative with LPL Financial LLC and Magnetic North Advisors. David has been in the financial services industry since 1988. David has a Series 7, 24, 63 and 65 license. David's areas of expertise include financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. David is also a registered investment advisor and provides investment advisory services through Magnetic North Advisors, an independent investment advisor firm.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MN
02/13/2014 - Present
LPL Financial LLC (FOREST LAKE MN)
MN
07/19/1988 - 11/21/2001
MILLER JOHNSON STEICHEN KINNARD, INC. (MINNEAPOLIS MN)
IA
Issued 06/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/25/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/10/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/1996
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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