Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kim? Claim Your ProfileKim Amoresano Bonanni is a financial advisor registered with J.P. Morgan Securities LLC and has been in the industry since March 19, 1996. Kim is currently licensed to offer investment advice in New Jersey and Texas. Kim has been registered with J.P. Morgan Securities LLC since December 2022. Previously, Kim was registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated, BANC of America Investment Services, Inc., Quick & Reilly, Inc., and TD Waterhouse Investor Services, Inc. Kim has passed the Series 7, Series 8, Series 9, Series 10, Series 63, and Series 65 exams. Kim has been recognized for their specializations in equities, fixed income, mutual funds, variable annuities, and retirement 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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
12/21/2022 - Present
J.p. Morgan Securities LLC (WHITE PLAINS NY)
NJ
10/23/2009 - 12/06/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SHORT HILLS NJ)
NJ
10/20/2004 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (SUMMIT NJ)
NY
05/14/2003 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NE
02/22/1999 - 05/13/2003
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
NE
09/22/1995 - 09/08/1998
WATERHOUSE SECURITIES, INC. (OMAHA NE)
IA
Issued 08/23/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/02/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1995
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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