Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bonita? Claim Your ProfileBonita Merritt has been in the financial industry since June 20, 1990. Currently, Bonita is registered with Wells Fargo Clearing Services, LLC and is located in Bethesda, Maryland. Bonita has previously worked with Prudential Securities Incorporated, Salomon Smith Barney Inc. and Lehman Brothers Inc. Bonita has been actively registered with the state of Texas as an investment advisor representative since February 18, 2011. Bonita is registered with a number of other states as a broker. Bonita is experienced with investments, and is licensed for both equities and fixed income securities.
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.
Investment consulting services to institutional clients
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
MD
02/18/2011 - Present
Wells Fargo Clearing Services, LLC (BETHESDA MD)
NY
05/22/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
07/31/1993 - 05/31/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
06/21/1990 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 11/02/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1990
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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