Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cornelius? Claim Your ProfileCornelius Bonner has been in the financial industry since 2010. Cornelius currently works as a Registered Representative at Merrill Lynch, Pierce, Fenner & Smith Inc. and is registered to do business in Florida and Texas. Cornelius is also registered as an Investment Advisor Representative in Florida and Texas. Previously Cornelius was a registered representative for J.P. Morgan Securities LLC, Chase Investment Services Corp. and NYLIFE Securities LLC. Cornelius has a Series 6, 7, 63, 65, and SIE. Cornelius Bonner has been involved in the financial industry for over 10 years. Cornelius has experience providing investment advice to individuals, businesses, insurance companies, charitable organizations, and pension plans. Cornelius's areas of expertise include financial planning, portfolio management, and retirement planning.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
FL
01/25/2018 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (VENICE FL)
FL
10/01/2012 - 08/12/2015
J.P. MORGAN SECURITIES LLC (SARASOTA FL)
NJ
09/11/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SPARTA NJ)
NJ
01/01/2009 - 09/17/2009
NYLIFE SECURITIES LLC (SADDLE BROOK NJ)
IA
Issued 08/24/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2017
Series 7 - General Securities Representative Examination
BC
Issued 12/27/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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