Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Alexander Bonilla is a financial advisor with over 16 years of experience in the industry. Jose is currently registered with Gladstone Wealth Partners and is also registered in California and Nevada. Jose holds licenses in Series 6, 63, 65, and 6TO. Jose has worked with a variety of clients including high-net-worth individuals, corporations, and charitable organizations. Previously, Jose was a financial advisor at Transamerica Financial Advisors, Inc. Jose is committed to providing clients with personalized financial advice and helping them achieve their financial goals.
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.
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.
Wrap fee accounts, retirement planning consulting services, general consulting services, and referral 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.
A percentage of the total value of assets under management is charged.
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2
FL
04/30/2024 - Present
Gladstone Wealth Partners (PALM BEACH GARDENS FL)
NV
01/01/2020 - 04/29/2024
TRANSAMERICA FINANCIAL ADVISORS, INC (LAS VEGAS NV)
NV
09/29/2007 - 03/30/2011
WORLD GROUP SECURITIES, INC. (LAS VEGAS NV)
IA
Issued 11/27/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/06/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/28/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/05/2019
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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