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JEFFREY BONAFE
JEFFREY L BONAFE, Jeffrey Lentejas Bonafe
CRD#: 5037873
IA
B
FIDELITY INSTITUTIONAL WEALTH ADVISER LLCCRD#: 301896 LAS VEGAS, NV
NATIONAL FINANCIAL SERVICES LLCCRD#: 13041 LAS VEGAS, NV
0
Disclosures
17
Years of Experience
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State Registrations
B
Nevada 1/10/2022
IA
Texas 1/7/2021
IA
Nevada 4/19/2022
SRO Registrations
B
B
B
B
B
B
B
B
B
B
View Exams Passed by the individual in the detailed report
Learn about permitted activities of registered representatives
Learn about permitted activities of registered principals
IA
Registered with this firm since 1/7/2021
B
Registered with this firm since 12/2/2020
B
Registered with this firm since 11/22/2021
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 02/09/2015 - 10/29/2020 | Palo Alto, CA | |
B | 02/09/2015 - 10/29/2020 | Palo Alto, CA | |
IA | 05/10/2012 - 10/06/2014 | BOSTON, MA | |
B | 02/29/2012 - 10/06/2014 | San Francisco, CA | |
IA | 06/01/2009 - 02/27/2012 | PURCHASE, NY | |
B | 06/01/2009 - 02/27/2012 | PURCHASE, NY | |
IA | 10/23/2007 - 06/01/2009 | SAN FRANCISCO, CA | |
B | 11/16/2006 - 06/01/2009 | NEW YORK, NY |
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.