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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bart? Claim Your ProfileBart Richard Bonga is an investment advisor representative with Rothschild Investment LLC. Bart has been in the industry for over 25 years and has a broad range of experience, including managing portfolios for individuals, businesses, and pension plans. Bart has a strong commitment to providing personalized service to clients and helping them achieve their financial goals. Bart is registered in multiple states, including Arizona, Florida, Illinois, Michigan, and Texas. He is also a registered representative with FINRA. Bart is a dedicated professional who takes pride in providing excellent service to clients.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
IL
01/26/2024 - Present
Rothschild Investment LLC (CHICAGO IL)
IA
Issued 06/30/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/12/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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