Unclaimed
Jonathan Bonney is a financial advisor with Empower Financial Services, Inc. Jonathan has over 13 years of experience in the financial services industry. Jonathan is registered with FINRA and the states of Colorado, Montana, Nebraska, Nevada, Oregon, Pennsylvania, Texas, Utah, Washington and Wyoming. Jonathan holds the Series 6, Series 63 and SIE securities licenses. Jonathan has a strong background in helping clients achieve their financial goals.
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.
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.
1
2
CO
05/08/2015 - Present
Empower Financial Services, Inc. (GREENWOOD VILLAGE CO)
CO
11/30/2010 - 10/17/2011
LPL FINANCIAL LLC (DENVER CO)
CO
09/02/2010 - 11/30/2010
NRP FINANCIAL, INC. (DENVER CO)
CO
01/31/2008 - 04/12/2010
STANCORP EQUITIES, INC. (DENVER CO)
BC
Issued 05/21/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/27/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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