Unclaimed
Meredith Anne Bonnett is a financial professional with over 20 years of experience in the industry. Meredith currently holds her Series 6, 7, and 63 licenses. Meredith works with clients at Nylife Distributors LLC in White Plains, NY. Meredith previously worked at firms including Summit Financial Services Group, Inc., FISERV Investor Services, Inc., and Financial Network Investment Corporation.
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.
1
2
NY
06/11/2013 - Present
Nylife Distributors LLC (White Plains NY)
NJ
05/08/1999 - 03/02/2005
NYLIFE DISTRIBUTORS LLC (JERSEY CITY NJ)
PA
10/21/1998 - 02/23/1999
SUMMIT FINANCIAL SERVICES GROUP, INC. (BETHLEHEM PA)
TX
10/09/1997 - 10/21/1998
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
CA
12/23/1996 - 10/16/1997
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
BC
Issued 12/12/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/02/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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