Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edwin? Claim Your ProfileEdwin Bonilla is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Edwin has over 4 years of experience in the securities industry. Edwin is licensed to provide investment advice in multiple states including California, Colorado, District of Columbia, Texas, and many others. Edwin also has experience with Citigroup Global Markets Inc. and CITI PRIVATE ADVISORY, LLC. Edwin's primary business focus is on providing investment advisory services to high-net-worth individuals, corporations, pension and profit sharing plans, charitable organizations, and insurance companies. Edwin also has experience with a wide range of financial products and services including stocks, bonds, mutual funds, and exchange-traded funds. Edwin's approach to financial planning is based on building long-term relationships with clients. Edwin is committed to understanding each client's unique financial goals and developing a personalized plan to help them achieve their objectives.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
DC
03/19/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WASHINGTON DC)
DC
03/21/2022 - 08/30/2023
CITI PRIVATE ADVISORY, LLC (Washington DC)
DC
03/21/2022 - 08/30/2023
CITIGROUP GLOBAL MARKETS INC. (WASHINGTON DC)
BOTH
Issued 05/02/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/21/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/06/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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