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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Michael Bonifas is a financial advisor with Cambridge Investment Research Advisors, Inc. located in Wichita, Kansas. James has been in the industry since 2002 and holds Series 7, 24, 31, 52, 63 and 66 licenses. James previously worked at New England Securities, A. G. Edwards & Sons, Inc., Morgan Stanley DW Inc. and Olde Discount Corporation. James specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals.
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.
Solicitation fees from 3rd party money managers
1
2
KS
01/02/2020 - Present
Cambridge Investment Research Advisors, Inc. (Wichita KS)
KS
08/09/2004 - 08/21/2014
NEW ENGLAND SECURITIES (WICHITA KS)
MO
06/30/2003 - 07/13/2004
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
07/04/2002 - 06/05/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
MI
10/05/1995 - 11/29/1995
OLDE DISCOUNT CORPORATION (DETROIT MI)
BOTH
Issued 08/01/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/04/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 07/03/2002
Series 7 - General Securities Representative Examination
BC
Issued 09/26/1995
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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