Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek Bonifer is an investment advisor representative at Robert W. Baird & Co. Inc. Derek has been in the industry since 2008 and has held previous roles at BMO Capital Markets GKST Inc., Mesirow Financial, Inc., and Fidelity Brokerage Services, Inc. Derek is registered with FINRA and holds the Series 7, Series 7TO, Series 63, and SIE licenses. Derek is also a Chartered Financial Analyst. Derek is an adjunct professor at Indiana University Southeast.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
KY
07/05/2022 - Present
Robert W. Baird & Co. Inc. (LOUISVILLE KY)
IL
10/31/2000 - 09/29/2010
BMO CAPITAL MARKETS GKST INC. (CHICAGO IL)
IL
06/30/1999 - 10/23/2000
MESIROW FINANCIAL, INC. (CHICAGO IL)
RI
06/26/1998 - 06/04/1999
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BC
Issued 07/07/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/21/2022
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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