Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Michael Bonifazio is a financial advisor at David Lerner Associates, Inc., registered in New York and Rhode Island. Joseph holds the Series 7, Series 63 and SIE licenses, and has been in the industry since March 2024.
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.
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.
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2
NY
03/12/2024 - Present
David Lerner Associates, Inc. (SYOSSET NY)
BC
Issued 05/02/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/12/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/19/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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