Unclaimed
Michael Bonanno is a financial advisor with over 35 years of experience in the financial services industry. Michael is a Certified Financial Planner™ professional and holds the Series 6, 7, 22 and SIE licenses. Michael has worked for several firms throughout his career, including W.S. Griffith & Co., Inc., CIGNA Securities, Inc., Tower Square Securities, Inc., and Cetera Investment Advisers LLC. Michael currently works for Cetera Investment Advisers LLC. Michael specializes in providing financial planning, portfolio management for individuals and businesses, investment advisory services and insurance products.
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.
1
2
NY
06/29/2023 - Present
Cetera Investment Advisers LLC (COLONIE NY)
NY
06/01/2004 - 09/03/2013
TOWER SQUARE SECURITIES, INC. (ALBANY NY)
CT
06/26/1987 - 06/02/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
NA
06/03/1987 - 06/25/1987
W. S. GRIFFITH & CO., INC.
NA
08/25/1986 - 06/15/1987
CIGNA SECURITIES, INC.
BC
Issued 8/22/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/28/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/13/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 8/22/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Bonanno is the right advisor for you? Invested Better is here to help.