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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald J Bohonko is an investment advisor representative with LPL Financial LLC. Donald is based in GILBERT, AZ and has been in the industry since January 22, 2001. Donald has a range of experience working with different clients, including individuals, businesses, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Donald also holds various licenses and certifications, including Series 7, Series 3, Series 4, Series 9, Series 10, Series 24, Series 63, and Series 65.
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.
Consulting and other non-discretionary advisory services
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.
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2
AZ
02/19/2021 - Present
LPL Financial LLC (GILBERT AZ)
NJ
09/26/2014 - 08/21/2020
ROYAL ALLIANCE ASSOCIATES, INC. (JERSEY CITY NJ)
PA
11/03/2009 - 09/15/2014
WELLS FARGO ADVISORS, LLC (JENKINTOWN PA)
NJ
08/08/2005 - 10/12/2009
AMERIPRISE FINANCIAL SERVICES, INC. (MOUNT LAUREL NJ)
NE
06/16/1998 - 07/28/2003
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
IA
Issued 11/01/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/01/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/19/2005
Series 24 - General Securities Principal Examination
BC
Issued 07/30/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2010
Series 3 - National Commodity Futures Examination
BC
Issued 11/20/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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