Unclaimed
Bonnie Masamery is a financial advisor at Cetera Advisor Networks LLC with over 30 years of experience in the financial industry. Bonnie has a strong background in securities, investment company products, and variable contracts, holding licenses for Series 6, 7, 24, 26, and 63. Bonnie is registered with the state of Connecticut. In the past, Bonnie has worked for MML Investors Services, LLC, Walnut Street Securities, Inc., Tower Square Securities, Inc., WS Griffith Securities, Inc., and Phoenix Equity Planning Corporation.
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.
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.
1
2
CT
10/17/2013 - Present
Cetera Advisor Networks LLC (GEORGETOWN CT)
MA
07/10/2008 - 10/14/2011
MML INVESTORS SERVICES, LLC (SPRINGFIELD MA)
CT
01/17/2007 - 06/13/2008
WALNUT STREET SECURITIES, INC. (HARTFORD CT)
CT
01/14/2005 - 06/13/2008
TOWER SQUARE SECURITIES, INC. (HARTFORD CT)
CT
02/08/1994 - 08/16/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
CT
01/17/1990 - 02/08/1994
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
BC
Issued 02/04/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/22/1998
Series 24 - General Securities Principal Examination
BC
Issued 04/04/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/1995
Series 7 - General Securities Representative Examination
BC
Issued 01/15/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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