Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Bonney is a financial advisor registered with LPL Enterprise, LLC, and has been in the industry since July 1, 1990. Craig has been registered with LPL Financial LLC, BB&T Investment Services, INC., Citigroup Global Markets Inc., and several other firms throughout their career. Craig is registered to offer investment advice in Florida, Georgia, and Pennsylvania and is currently active in both the Broker-Dealer and Investment Advisor fields. Craig is a Series 63, 65, 66, 7, 24, and SIE exam holder.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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
FL
11/14/2024 - Present
LPL Enterprise, LLC (MIAMI FL)
FL
11/06/2012 - 03/09/2022
LPL FINANCIAL LLC (PLANTATION FL)
FL
12/14/2009 - 10/26/2012
BB&T INVESTMENT SERVICES, INC. (FORT LAUDERDALE FL)
FL
05/29/2007 - 12/17/2009
CITIGROUP GLOBAL MARKETS INC. (FT LAUDERDALE FL)
FL
07/16/2004 - 05/29/2007
CITICORP INVESTMENT SERVICES (PLANTATION FL)
CA
12/15/2003 - 05/13/2004
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
PA
07/02/2003 - 12/11/2003
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
NJ
10/15/2001 - 06/11/2003
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
NC
05/09/2001 - 10/23/2001
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NY
02/28/2000 - 05/03/2001
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
FL
04/29/1999 - 02/16/2000
DP ASSET MANAGEMENT, INC. (ORLANDO FL)
NA
03/18/1999 - 04/09/1999
DP ASSET MANAGEMENT, INC.
CA
03/27/1997 - 03/15/1999
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
FL
02/13/1996 - 03/27/1997
FIRST COLONIAL SECURITIES GROUP, INC. (BOCA RATON FL)
NY
07/31/1995 - 12/06/1995
NORTHEAST SECURITIES, INC. (MITCHELFIELD NY)
OH
05/25/1994 - 08/03/1995
VESTAX SECURITIES CORPORATION (HUDSON OH)
CA
05/03/1991 - 02/23/1994
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
NA
08/30/1991 - 03/05/1992
FUNDTRUST INVESTMENT COMPANY SERVICES, INC.
NA
07/23/1990 - 04/30/1991
SHEEN FINANCIAL RESOURCES, INC.
NA
06/22/1988 - 05/01/1989
THOMAS JAMES ASSOCIATES, INC.
BOTH
Issued 10/17/2004
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/16/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/21/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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