Unclaimed
John Bona is a financial advisor with over 30 years of experience in the financial services industry. John is currently a registered representative with Sunstreet Securities, LLC. Previously, John has worked with several well-known and established firms such as MML Investors Services, LLC, Investcorp, Inc., Kovach Securities Inc., and Park Avenue Securities LLC. John offers a range of financial planning services, including portfolio management, investment advice, and selection of other advisors. John's clients include both high-net-worth individuals and individuals other than high-net-worth. John is a Series 6 and Series 63 licensed financial advisor and holds the SIE designation. John is registered to conduct business in Connecticut, Florida, and New York.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Referral fees from tpas
1
2
CT
08/22/2014 - Present
Sunstreet Securities, LLC (GREENWICH CT)
NY
08/22/2012 - 01/27/2014
MML INVESTORS SERVICES, LLC (TARRYTOWN NY)
NY
01/03/2012 - 07/27/2012
INVESTACORP, INC. (ARMONK NY)
NY
07/07/2008 - 11/01/2011
KOVACK SECURITIES INC. (ARMONK NY)
NY
06/27/2003 - 04/14/2008
PARK AVENUE SECURITIES LLC (NEW YORK NY)
MA
06/07/2002 - 02/03/2003
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NY
05/03/1999 - 03/15/2002
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
07/20/1994 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NY
06/23/1982 - 03/11/1993
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
06/23/1982 - 03/11/1993
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 11/08/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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