Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Loyd Bonfante is a financial advisor currently registered with Casey Securities LLC. Michael is a Series 7, Series 63, Series 55, Series 4, SIE and Series 57TO licensed professional with more than 10 years of experience in the financial services industry. Michael is located in Greenbrae, California.
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
CA
01/12/2024 - Present
Casey Securities LLC (Greenbrae CA)
CA
11/01/2017 - 01/02/2024
CASEY SECURITIES LLC (GREENBRAE CA)
CA
04/02/2014 - 10/02/2017
SEAPORT GLOBAL SECURITIES LLC (SAN FRANCISCO CA)
NY
08/14/2013 - 03/31/2014
NEW ALBION PARTNERS LLC (NEW YORK NY)
CA
09/12/2012 - 03/31/2014
CASEY SECURITIES, LLC (GREENBRAE CA)
BC
Issued 08/20/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/17/2018
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2014
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/23/2011
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
F
FINRA
N
NYSE Arca, Inc.
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