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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Anthony Bonjo is a financial advisor with over 27 years of experience in the financial services industry. David has a diverse background, having worked with several firms including SunTrust Investment Services, Wachovia Securities Financial Network, Charles Schwab & Co., Inc., and NationsBanc Investments, Inc. David has passed several industry exams including the Series 3, 7, 9, 10, 23, 24, 63 and 65, along with the SIE. He holds a current registration with Morgan Stanley in the states of Texas and Virginia. David offers a wide range of financial services and advice to individual investors, as well as corporations, investment companies, pension and profit-sharing plans, charitable organizations, and insurance companies.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
VA
09/15/2011 - Present
Morgan Stanley (Richmond VA)
VA
12/11/2007 - 09/06/2011
SUNTRUST INVESTMENT SERVICES, INC. (RICHMOND VA)
VA
01/02/2004 - 12/04/2007
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (RICHMOND VA)
TX
01/30/1998 - 12/19/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MA
09/16/1996 - 01/05/1998
NATIONSBANC INVESTMENTS, INC. (BOSTON MA)
NE
06/23/1995 - 09/04/1996
WATERHOUSE SECURITIES, INC. (OMAHA NE)
IA
Issued 09/25/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/05/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 08/07/2008
Series 23 - General Securities Principal Sales Supervisor
BC
Issued 09/07/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/04/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2004
Series 3 - National Commodity Futures Examination
BC
Issued 06/22/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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