Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yusuf? Claim Your ProfileYusuf Bondae is a financial advisor with Schwab Wealth Advisory, Inc. based in Lone Tree, Colorado. Yusuf has been a registered representative in the securities industry since 2008. Yusuf is a registered representative with the Financial Industry Regulatory Authority (FINRA) and is licensed in several states including Colorado and Texas. Yusuf's previous experience includes roles at TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC and WELLS FARGO INVESTMENTS, LLC.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
CO
01/04/2022 - Present
Schwab Wealth Advisory, Inc. (Lone Tree CO)
CO
12/01/2010 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)
CO
07/24/2008 - 12/02/2010
WELLS FARGO INVESTMENTS, LLC (GLENDALE CO)
BOTH
Issued 01/03/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Yusuf Bondae is the right advisor for you? Invested Better is here to help.
