Unclaimed
Kristi Bonner is a registered representative with Independence Point Securities LLC. Kristi has been in the financial industry since 2007. She is registered with FINRA and holds the Series 7, 79TO, 86, 87, and SIE licenses. Kristi previously worked at Morgan Stanley & Co. Incorporated.
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.
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.
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2
NY
05/16/2023 - Present
Independence Point Securities LLC (New York NY)
NY
09/11/2007 - 04/11/2011
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
BC
Issued 09/19/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/16/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 03/31/2023
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/2007
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 11/21/2007
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 09/10/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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