Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Alan Bonar is a financial professional registered with Schwab Wealth Advisory, Inc.. David has been in the industry since November 17, 2015 and holds licenses in 53 states. David is based in Phoenix, Arizona and specializes in providing investment advice to individuals, corporations and other businesses.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
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AZ
02/06/2024 - Present
Schwab Wealth Advisory, Inc. (Phoenix AZ)
BOTH
Issued 11/29/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/24/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/28/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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