Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Bonura is a financial advisor who has been in the industry since 1989. Joseph is registered with LPL Financial LLC and offers a wide range of financial services, including financial planning, portfolio management, and investment consulting. Joseph has a proven track record of success in helping clients achieve their financial goals. He is committed to providing personalized service and a high level of expertise. He is also a Registered Representative with FINRA and holds Series 7, 24, 63, and 65 licenses.
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.
Consulting and other non-discretionary advisory services
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
NY
02/14/2018 - Present
LPL Financial LLC (SMITHTOWN NY)
NY
08/10/2011 - 02/14/2018
INVEST FINANCIAL CORPORATION (MASSAPEQUA NY)
NY
08/10/2009 - 08/10/2011
UVEST FINANCIAL SERVICES GROUP, INC. (BETHPAGE NY)
NY
03/12/2008 - 08/13/2009
PRIME CAPITAL SERVICES, INC. (GREENVALE NY)
NY
01/14/1997 - 03/14/2008
NFB INVESTMENT SERVICES CORP. (QUEENS VILLAGE, NY)
CA
09/26/1995 - 01/02/1997
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
TN
12/02/1994 - 08/31/1995
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
NA
01/08/1993 - 11/01/1994
INDEPENDENT FINANCIAL SECURITIES, INC.
OR
09/23/1992 - 12/16/1992
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
NY
06/01/1992 - 09/15/1992
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NA
11/09/1990 - 06/01/1992
CITICORP FINANCIAL SERVICES,INC.
NA
08/17/1990 - 08/24/1990
LANDMARK BROKERAGE SERVICES, INC.
NJ
03/22/1989 - 08/14/1990
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
10/19/1988 - 03/10/1989
INVESTORS CENTER, INC.
IA
Issued 11/09/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Joseph Bonura is the right advisor for you? Invested Better is here to help.
