Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bonnie? Claim Your ProfileBonnie Todaro is a financial professional with over 20 years of experience in the securities industry. Bonnie is currently registered with Wells Fargo Securities, LLC and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Banc of America Securities LLC, and Banc of America Investment Services, Inc. Bonnie holds several licenses and designations, including Series 7, 24, 4, 52, 53, 63, 99TO, 14, and SIE. Bonnie is also registered in North Carolina.
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
NC
02/28/2019 - Present
Wells Fargo Securities, LLC (CHARLOTTE NC)
NY
11/01/2010 - 04/04/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/14/2005 - 11/01/2010
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
MA
08/17/1999 - 07/15/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
BC
Issued 08/03/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 02/09/2004
Series 4 - Registered Options Principal Examination
BC
Issued 04/28/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/04/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 04/04/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1999
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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