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Kristi Bonner

Independence Point Securities LLC

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About Kristi Bonner

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.

Firm Information

Kristi Bonner is currently registered with Independence Point Securities LLC. Independence Point Securities LLC is a Limited Liability Company formed on November 23, 2021. The firm is registered in seven states: California, Colorado, New York, Pennsylvania, Texas, Utah, and Wisconsin, and has one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

16

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Kristi Bonner’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kristi Bonner.
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