Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid R. Bonomi is a financial professional with over 20 years of experience in the industry. He is currently registered with Northwestern Mutual Investment Services, LLC in Greenfield, Massachusetts. David holds multiple licenses and certifications including Series 6, 7, and 63. He is also a licensed securities agent in 20 states across the country. David's expertise is in providing investment advice and financial planning services to individuals and 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.
Investment research; referrals to other advisers
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.
Referral fees
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2
MA
01/01/2004 - Present
Northwestern Mutual Investment Services, LLC (GREENFIELD MA)
BC
Issued 12/31/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2015
Series 7 - General Securities Representative Examination
BC
Issued 12/23/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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