Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bonnie? Claim Your ProfileBonnie Maute is an active investment advisor representative with Cadaret, Grant & CO., Inc., based in Jericho, New York. Bonnie has been in the financial industry since 1989. In addition to Cadaret, Grant & CO., Inc., Bonnie has previously worked for several other firms. Bonnie is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Bonnie has completed the Series 7, Series 63, Series 65 and SIE exams. Bonnie's professional experience spans a variety of firms, including Flagstar Advisors, Gagnon Securities, LLC, Neuberger Berman LLC, David J. Greene and Company, LLC, Credit Suisse Asset Management Securities, Inc., Integrity Financial Services, Inc., Integrity Life Insurance Company, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Bonnie specializes in working with high net worth individuals, corporations or other businesses, and pension and profit sharing plans.
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.
A percentage of the total value of assets under management is charged.
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2
NY
05/30/2023 - Present
Cadaret, Grant & CO., Inc. (JERICHO NY)
NY
05/11/2016 - 06/01/2023
FLAGSTAR ADVISORS (Garden City NY)
NY
08/29/2013 - 03/07/2016
GAGNON SECURITIES, LLC (NEW YORK NY)
NY
09/17/2008 - 07/30/2013
NEUBERGER BERMAN LLC (NEW YORK NY)
NY
09/13/2005 - 09/18/2008
DAVID J. GREENE AND COMPANY, LLC (NEW YORK NY)
NY
03/19/1996 - 01/14/2004
CREDIT SUISSE ASSET MANAGEMENT SECURITIES, INC. (NEW YORK NY)
NY
09/06/1990 - 10/12/1995
INTEGRITY FINANCIAL SERVICES, INC. (NEW YORK NY)
NA
09/06/1990 - 10/12/1995
INTEGRITY LIFE INSURANCE COMPANY
NY
04/29/1987 - 08/28/1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 08/01/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/15/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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