Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Constantine Bonacci is a financial advisor with Next Financial Group, Inc. located in Roseville, CA. Joseph has over 10 years of experience in the financial services industry, specializing in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Joseph holds the Series 7, 63, and 66 securities licenses and is a Chartered Financial Analyst. Joseph has been registered with the Securities and Exchange Commission (SEC) since 2018. Prior to joining Next Financial Group, Inc., Joseph worked at Northwestern Mutual Investment Services, LLC. Joseph is committed to providing clients with personalized financial advice and guidance to help them 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.
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.
Seminar/workshop attendance fees
1
2
CA
06/06/2022 - Present
Next Financial Group, Inc. (ROSEVILLE CA)
CA
01/26/2018 - 05/13/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SACRAMENTO CA)
PA
09/26/2012 - 09/18/2013
BIONDO ASSET MANAGEMENT LLC (MILFORD PA)
HI
11/16/2007 - 12/31/2008
AMERIPRISE FINANCIAL SERVICES, INC. (HONOLULU HI)
PA
03/31/2005 - 09/19/2007
AMERIPRISE FINANCIAL SERVICES, INC. (CARBONDALE PA)
MN
03/31/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 02/16/2018
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 06/22/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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