Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery Thomas Bonifacino is a financial advisor with LPL Financial LLC, a firm that manages over $50 billion in assets. Jeffery has been in the financial industry since 1985 and is registered with both the Securities and Exchange Commission (SEC) and the state of Florida. Jeffery's previous experience includes working with Hornor, Townsend & Kent, LLC and New England Securities. He holds a Series 6, Series 22, Series 63, and Series 65 license as well as the Securities Industry Essentials (SIE) designation. Jeffery offers a range of financial planning and investment advisory services including: financial planning, portfolio management for businesses and individuals, pension consulting, educational seminars, and selection of other advisors.
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
FL
01/01/2025 - Present
LPL Financial LLC (DELRAY BEACH FL)
DE
04/12/2004 - 05/04/2022
HORNOR, TOWNSEND & KENT, LLC (WILMINGTON DE)
NY
07/03/1985 - 04/14/2004
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 08/25/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/02/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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