Unclaimed
Angela Bonacchi is a financial advisor with over 14 years of experience in the financial industry. Angela is currently registered with ESL Investment Services, LLC and LPL Financial LLC. Angela is also licensed in New York and holds the Series 6, Series 63, and SIE licenses. Angela has a strong background in investment company products and variable contracts.
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.
1
2
NY
09/10/2021 - Present
ESL Investment Services, LLC (VICTOR NY)
NY
10/31/2008 - 06/09/2021
M&T SECURITIES, INC. (ROCHESTER NY)
BC
Issued 01/21/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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