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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Bonanni is a financial advisor in LOS ANGELES, CA. Gregory has been in the financial industry since 1994 and has worked with Wells Fargo Clearing Services, LLC since 2009. Gregory is registered as a Registered Representative and an Investment Advisor Representative in the state of California and is also an Investment Advisor Representative in the state of Texas. Gregory is qualified to offer investment advice to a variety of clients including individuals, businesses, corporations, pension and profit sharing plans, charitable organizations, high net worth individuals and insurance companies. Gregory has experience working with clients in the United States.
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.
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.
Investment consulting services to institutional clients
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
CA
01/08/2024 - Present
Wells Fargo Clearing Services, LLC (LOS ANGELES CA)
CA
08/19/1994 - 03/19/2009
CITIGROUP GLOBAL MARKETS INC. (MANHATTAN BEACH CA)
NY
01/20/1994 - 07/27/1994
SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 06/12/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/28/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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