Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Bonica is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc.. Jason has been in the industry since 2008. Jason holds the following licenses: Series 6, 7, 63, 66, and SIE. Jason is registered in Connecticut, Florida, Maine, Massachusetts, New Hampshire, New Jersey, New York, Rhode Island, Texas, and Vermont.
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
MA
08/13/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (LEOMINSTER MA)
MA
03/07/2017 - 02/07/2020
CITIZENS SECURITIES, INC. (ACTON MA)
MA
09/10/2008 - 04/29/2009
NEW ENGLAND SECURITIES (WALTHAM MA)
MN
07/09/1996 - 09/05/1996
FORTIS INVESTORS, INC. (OAKDALE MN)
BOTH
Issued 06/22/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/23/2008
Series 63 - Uniform Securities Agent State Law 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 03/07/2017
Series 7 - General Securities Representative Examination
BC
Issued 09/09/2008
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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