Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bonita? Claim Your ProfileBonita Graff has been a registered representative for over 30 years. Bonita is currently registered with LPL Financial LLC and has a strong background in the financial services industry. Bonita has a Series 7, Series 24, Series 63, and Series 65 license. Bonita has experience with a variety of investment products, including mutual funds, stocks, bonds, and annuities. Bonita also provides financial planning services.
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
WI
01/03/2002 - Present
LPL Financial LLC (OSHKOSH WI)
CT
03/01/1995 - 12/31/2001
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
CO
07/01/1992 - 03/01/1995
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
IA
Issued 07/18/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/10/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/26/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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