Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Bonner is a financial professional with over 30 years of experience in the industry. David has worked for several firms over the years, including Spartan Capital Securities, LLC, Alexander Capital, L.P., Banc of America Investment Services, Inc., and Allstate Financial Services, LLC. David currently holds Series 3, 4, 7, 9, 10, 24, 55, 63, and 66 licenses, as well as the SIE. David is registered in New Jersey, New York, Florida, and South Carolina. David specializes in a range of financial services, including investment advice and brokerage services.
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.
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.
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2
NY
05/21/2012 - Present
Allstate Financial Services, LLC (Wantagh NY)
NY
12/14/2009 - 01/31/2011
SPARTAN CAPITAL SECURITIES, LLC (NEW YORK NY)
NJ
01/05/2009 - 12/11/2009
ALEXANDER CAPITAL, L.P. (RED BANK NJ)
CT
06/15/2007 - 01/06/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (GREENWICH CT)
NY
07/20/2004 - 06/19/2007
IFMG SECURITIES, INC. (EAST MEADOW NY)
NY
03/08/2004 - 04/27/2004
JOSEPH GUNNAR & CO. LLC (UNIONDALE NY)
NY
11/09/2001 - 08/22/2003
SCHONFELD & COMPANY, LLC (NEW YORK NY)
NY
02/12/2001 - 08/22/2003
SCHONFELD SECURITIES, LLC (JERICHO NY)
NY
06/01/1999 - 06/11/1999
INVESTEC ERNST & COMPANY (NEW YORK NY)
NY
12/10/1998 - 06/01/1999
STUART, COLEMAN & CO., INC. (NEW YORK NY)
NJ
05/05/1997 - 12/11/1998
THE CONCORD EQUITY GROUP, LLC (ISELIN NJ)
NY
12/23/1994 - 05/13/1997
STUART, COLEMAN & CO., INC. (NEW YORK NY)
MO
03/21/1994 - 12/22/1994
CORPORATE SECURITIES GROUP, INC. (ST. LOUIS MO)
NY
10/14/1992 - 04/21/1994
LEW LIEBERBAUM & CO., INC. (GARDEN CITY NY)
NY
09/03/1991 - 02/05/1993
S. D. COHN & CO., INC. (HAUPPAUGE NY)
NA
10/23/1991 - 10/20/1992
J. GREGORY & COMPANY, INC.
NY
10/22/1990 - 08/30/1991
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
NA
12/04/1987 - 10/26/1990
THE STUART-JAMES COMPANY, INCORPORATED
CO
11/19/1985 - 10/26/1990
THE STUART-JAMES COMPANY, INCORPORATED (DENVER CO)
NA
10/30/1987 - 11/23/1987
GLADSTONE SECURITIES, INC.
NA
09/22/1987 - 11/03/1987
PRESTIGE INVESTORS, INC.
NA
07/06/1987 - 08/21/1987
INVESTMENT BROKERS OF AMERICA
NA
02/27/1987 - 07/06/1987
PRESTIGE INVESTORS, INC.
BOTH
Issued 09/07/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/26/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/15/2002
Series 4 - Registered Options Principal Examination
BC
Issued 04/27/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/13/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/06/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2003
Series 3 - National Commodity Futures Examination
BC
Issued 02/09/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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