Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Bonner is an active investment advisor registered with the state of Pennsylvania. Kevin has been in the industry since 1995 and has worked for several firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated and ADP Broker-Dealer, Inc. Kevin Bonner currently works at BCG Securities, Inc. and has been with the firm since June 2017. Kevin specializes in providing financial planning, portfolio management for businesses, and portfolio management for individuals.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
06/26/2017 - Present
BCG Securities, Inc. (CHERRY HILL NJ)
NJ
06/29/2015 - 06/14/2016
ADP BROKER-DEALER, INC. (ROSELAND NJ)
NJ
04/08/2003 - 06/30/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
NY
10/15/2001 - 03/26/2003
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
NJ
02/02/2000 - 09/25/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
01/01/1997 - 12/31/1999
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
NJ
09/28/1995 - 01/01/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
PA
05/01/1995 - 08/07/1995
LINCOLN INVESTMENT PLANNING, INC. (FORT WASHINGTON PA)
BOTH
Issued 06/01/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/28/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/2002
Series 24 - General Securities Principal Examination
BC
Issued 07/12/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2001
Series 7 - General Securities Representative Examination
BC
Issued 04/28/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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