Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alfred? Claim Your ProfileAlfred Bonardi is a registered representative of Newedge Securities, Inc., and a registered investment advisor representative of Newedge Advisors. Alfred has been in the industry since 1985, and has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Alfred provides a range of advisory services, including financial planning, portfolio management, and pension consulting. Alfred holds a Series 7, Series 63, and Series 65 license.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
LA
11/16/2023 - Present
Newedge Advisors (NEW ORLEANS LA)
FL
12/14/2007 - 03/11/2022
OPPENHEIMER & CO. INC. (DELRAY BEACH FL)
FL
07/31/2001 - 12/19/2007
CITIGROUP GLOBAL MARKETS INC. (BOCA RATON FL)
NY
07/24/1998 - 07/31/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
06/13/1985 - 07/15/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 03/10/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/31/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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