Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harry? Claim Your ProfileHarry Bonn is a financial advisor with Osaic Wealth, Inc., a firm headquartered in Scottsdale, Arizona. Harry has been in the financial industry since 1976. He is a Chartered Financial Consultant. Harry specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting services. He has a long history of working with clients across the country.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CA
01/19/2024 - Present
Osaic Wealth, Inc. (SAN RAMON CA)
CA
06/10/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (SAN RAMON CA)
CA
09/11/2015 - 06/11/2019
SECURIAN FINANCIAL SERVICES, INC. (San Ramon CA)
CA
01/02/2015 - 09/01/2015
METLIFE SECURITIES INC. (SAN RAMON CA)
CA
08/21/2003 - 01/02/2015
NEW ENGLAND SECURITIES (SAN RAMON CA)
CT
07/13/1982 - 09/03/2003
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
NA
04/19/1976 - 10/19/1992
HOME LIFE INSURANCE COMPANY
IA
Issued 07/12/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/24/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/1976
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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