Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bonita? Claim Your ProfileBonita Straub is an active investment advisor representative with Stifel, Nicolaus & Company, Inc., and has been in the industry since April 23, 1985. Bonita Straub is also a registered investment advisor in Indiana. Before joining Stifel, Nicolaus & Company, Inc., Bonita Straub worked at City Securities Corporation and NatCity Investments, Inc. Bonita Straub holds the Series 3, Series 7, Series 24, Series 63 and Series 65 licenses.
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.
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.
1
2
IN
02/28/2017 - Present
Stifel, Nicolaus & Company, Inc. (INDIANAPOLIS IN)
IN
04/14/2004 - 02/28/2017
CITY SECURITIES CORPORATION (MUNCIE IN)
OH
07/02/1996 - 04/15/2004
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
NA
07/14/1995 - 07/10/1996
NATIONAL CITY INVESTMENTS CORPORATION
OH
07/14/1995 - 07/20/1995
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
IN
02/09/1989 - 07/14/1995
RAFFENSPERGER, HUGHES & CO., INC. (INDIANAPOLIS IN)
NA
04/24/1985 - 03/07/1990
K. J. BROWN & CO., INC.
IA
Issued 09/05/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/15/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1987
Series 3 - National Commodity Futures Examination
BC
Issued 04/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Bonita Straub is the right advisor for you? Invested Better is here to help.
