Unclaimed
Anthony Bonner is an investment advisor representative with LPL Financial LLC, a registered investment advisor. Anthony has over 23 years of experience in the financial services industry. Anthony's previous experience includes roles at Sigma Financial Corporation, Raymond James & Associates, Inc., FSC Securities Corporation, AIG Financial Advisors, Inc., SunAmerica Securities, Inc., Jefferson Pilot Securities Corporation, AXA Advisors, LLC and The Equitable Life Assurance Society of the United States. Anthony is registered to provide investment advice in Florida, Hawaii, Michigan and Ohio.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MI
05/24/2023 - Present
LPL Financial LLC (ROCHESTER MI)
MI
03/07/2016 - 05/19/2023
SIGMA FINANCIAL CORPORATION (PLYMOUTH MI)
MI
08/05/2015 - 03/15/2016
RAYMOND JAMES & ASSOCIATES, INC. (TROY MI)
MI
01/24/2007 - 12/24/2014
FSC SECURITIES CORPORATION (BLOOMFIELD HILLS MI)
MI
10/31/2005 - 02/15/2007
AIG FINANCIAL ADVISORS, INC. (TROY MI)
AZ
07/30/2001 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IN
01/03/2001 - 08/03/2001
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
NY
06/14/1999 - 12/21/2000
AXA ADVISORS, LLC (NEW YORK NY)
NY
06/14/1999 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 10/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/29/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/11/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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