Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph M. Bonanno is an investment advisor representative with LPL Financial LLC. Joseph has been in the industry since 2002. Joseph is registered to provide advisory services in Connecticut and New York. Joseph previously worked at People’s Securities, Inc., LPL Financial LLC, Chase Investment Services Corp., WAMU Investments, Inc., NFB Investment Services Corp., Greenpoint Securities LLC, and Essex National Securities, Inc.
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.
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2
NY
08/03/2021 - Present
LPL Financial LLC (SMITHTOWN NY)
NY
10/25/2012 - 03/04/2019
PEOPLE'S SECURITIES, INC. (SMITHTOWN NY)
NY
05/26/2009 - 10/11/2012
LPL FINANCIAL LLC (OAKDALE NY)
NY
05/02/2009 - 05/11/2009
CHASE INVESTMENT SERVICES CORP. (SMITHTOWN NY)
NY
03/31/2006 - 05/02/2009
WAMU INVESTMENTS, INC. (LAKE GROVE NY)
NY
01/03/2005 - 03/14/2006
NFB INVESTMENT SERVICES CORP. (MELVILLE NY)
NY
01/02/2004 - 01/03/2005
GREENPOINT SECURITIES LLC (LAKE SUCCESS NY)
CA
07/22/2002 - 01/02/2004
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
IA
Issued 10/11/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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