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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Stephen Bonelli jr. is a financial advisor with Stifel, Nicolaus & Company, Inc., and has been in the financial services industry since November 2008. Craig is registered with the state of California and Texas. Craig is licensed to provide investment advice in a number of states. Craig has experience in providing financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
04/10/2014 - Present
Stifel, Nicolaus & Company, Inc. (PASO ROBLES CA)
CA
06/01/2009 - 01/19/2012
MORGAN STANLEY SMITH BARNEY (SAN LUIS OBISPO CA)
CA
11/26/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PASO ROBLES CA)
BOTH
Issued 12/23/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 11/25/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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