Invested Better
Unclaimed

Unclaimed

Unclaimed

Meredith Anne Bonnett

Nylife Distributors LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Meredith? Claim Your Profile

About Meredith Anne Bonnett

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.

Firm Information

Meredith Bonnett is currently registered with Nylife Distributors LLC. Nylife Distributors LLC is a Limited Liability Company that was formed in October 2003. The company is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

300

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Meredith Bonnett’s Registration & Firm History

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)

Not sure if Meredith Anne Bonnett is right for you?

Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Meredith Anne Bonnett. Review regulatory record here.
Not sure if Meredith Anne Bonnett is right for you?