Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ross? Claim Your ProfileRoss Bonifield is a financial professional with over 23 years of experience in the financial services industry. Ross is currently registered with Independent Wealth Network, Inc. and Brokers International Financial Services, LLC. Ross provides investment advisory services to a variety of clients, including individuals, families, businesses, and charitable organizations. Ross is dedicated to helping his clients achieve their financial goals through personalized financial planning and investment management services.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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AZ
02/22/2018 - Present
Independent Wealth Network, Inc. (Phoenix AZ)
AZ
08/24/2017 - 12/31/2023
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. (Phoenix AZ)
AZ
10/31/2013 - 08/25/2017
BROKER DEALER FINANCIAL SERVICES CORP. (PHOENIX AZ)
AZ
03/11/2005 - 11/05/2013
CENTAURUS FINANCIAL, INC. (PHOENIX AZ)
CA
04/20/2004 - 03/22/2005
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
MA
09/17/1999 - 07/11/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
09/17/1999 - 07/11/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
CA
07/01/1999 - 09/07/1999
CENTAURUS FINANCIAL, INC. (ANAHEIM CA)
NY
06/22/1998 - 07/22/1999
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
06/22/1998 - 07/22/1999
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 07/16/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/23/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/19/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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