Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Bonavita is a financial professional with over 4 years of experience in the industry. David is currently registered with Janney Montgomery Scott LLC and has previously worked with Boenning & Scattergood, Inc.. David holds the Series 63, Series 79TO and SIE licenses. David is registered in 11 states for securities and investment advisory services. David specializes in providing financial planning, pension consulting, educational seminars, portfolio management for businesses and individuals, and selection of other advisors.
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.
Fee plus commission
1
2
OH
08/03/2022 - Present
Janney Montgomery Scott LLC (Beachwood OH)
OH
12/16/2019 - 07/28/2022
BOENNING & SCATTERGOOD, INC. (CLEVELAND OH)
BC
Issued 02/25/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/2019
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/28/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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