Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Bonner is a financial advisor with over 13 years of experience in the industry. Mark has a deep understanding of the financial markets and a commitment to providing personalized advice to help clients achieve their financial goals. Mark is currently registered with Osaic Wealth, Inc. and has held previous roles at Securities America, Inc., The Leaders Group, Inc., MML Investors Services, LLC, NYLIFE Securities LLC, Santander Securities LLC, CCO Investment Services Corp., Essex Securities LLC and Signator Investors, Inc. Mark is dedicated to helping clients develop and implement financial plans that meet their unique needs.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MA
06/14/2024 - Present
Osaic Wealth, Inc. (DEDHAM MA)
MA
07/25/2023 - 06/14/2024
SECURITIES AMERICA, INC. (DEDHAM MA)
CO
01/12/2022 - 06/01/2022
THE LEADERS GROUP, INC. (LITTLETON CO)
MA
07/10/2019 - 01/21/2020
MML INVESTORS SERVICES, LLC (BOSTON MA)
MA
04/20/2018 - 03/15/2019
NYLIFE SECURITIES LLC (ANDOVER MA)
MA
01/27/2014 - 07/27/2017
SANTANDER SECURITIES LLC (DORCHESTER MA)
RI
09/24/2007 - 02/10/2012
CCO INVESTMENT SERVICES CORP. (JOHNSTON RI)
MA
01/03/2006 - 09/10/2007
ESSEX SECURITIES LLC (DANVERS MA)
MA
03/09/2004 - 08/20/2004
SIGNATOR INVESTORS, INC. (BOSTON MA)
BC
Issued 05/03/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/22/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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