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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Joseph Bonner, Jr. is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Gerald has been in the financial industry since 2001 and has a total of 20 years of experience. He is registered with the state of Tennessee and holds Series 6, 7, 63 and 65 licenses, as well as the SIE exam. Gerald has a proven track record of success in providing investment advice and financial planning services to a wide range of clients, including individuals, families, businesses, and retirement plans.
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
TN
07/07/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BRENTWOOD TN)
TN
03/28/2014 - 11/14/2019
SUNTRUST INVESTMENT SERVICES, INC. (NASHVILLE TN)
NC
04/03/2013 - 09/19/2013
AMERIPRISE FINANCIAL SERVICES, INC. (HIGH POINT NC)
NC
03/30/2009 - 01/28/2013
WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)
PA
11/14/2001 - 10/29/2007
WACHOVIA SECURITIES, LLC (PLYMOUTH MEETING PA)
IA
Issued 12/30/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/16/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2013
Series 7 - General Securities Representative Examination
BC
Issued 11/12/2001
Series 6 - Investment Company Products/Variable Contracts Representative 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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