Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Mc faul Bonos is a financial professional with over 15 years of experience in the industry. Brian is currently registered with Fidelity Brokerage Services LLC, and has a strong track record of success in providing investment advice and financial planning services to individuals and families. Brian is committed to providing personalized service and helping clients achieve their financial goals. Brian holds the Series 7, 9, 10, 63, and 66 licenses, as well as the Securities Industry Essentials (SIE) exam. Brian is registered to provide investment advice in Colorado, Massachusetts, Texas, and Utah.
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.
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2
CO
02/26/2016 - Present
Fidelity Brokerage Services LLC (GREENWOOD VILLAGE CO)
MN
08/01/2005 - 11/22/2005
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
08/01/2005 - 11/22/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 03/07/2016
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 08/22/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/08/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/23/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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