Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Francis Bonasera has been in the financial services industry since 1974. Joseph is currently registered with Global Retirement Partners LLC and is a Registered Representative. Joseph's previous experience includes roles with Commonwealth Financial Network, Ogilvie Security Advisors Corporation, H.C. Wainwright & Co., Inc., and Allmerica Investments, Inc. Joseph specializes in Retirement Planning, Estate Planning, 401(k) & 403(b) Planning, Business Succession Planning, and College Savings Planning.
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.
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.
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2
MA
11/18/2021 - Present
Global Retirement Partners LLC (Wilmington MA)
MA
08/31/2011 - 11/10/2021
COMMONWEALTH FINANCIAL NETWORK (Wilmington MA)
MA
02/24/2000 - 09/07/2011
OGILVIE SECURITY ADVISORS CORPORATION (BURLINGTON MA)
NY
02/22/1996 - 03/06/2000
H.C. WAINWRIGHT & CO., INC. (NEW YORK NY)
MA
09/16/1974 - 12/31/1995
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
BOTH
Issued 01/30/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/18/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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