Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Bonnell is a financial advisor with over 26 years of experience in the industry. Michael is currently registered with Osaic Wealth, Inc., a firm based in Scottsdale, AZ, and has previously worked with SAGEPOINT FINANCIAL, INC. and QA3 FINANCIAL CORP. Michael specializes in a variety of financial services, including financial planning, pension consulting, and portfolio management for individuals and businesses. Michael holds several licenses and certifications including Series 6, 7, 26, 63 and 65.
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
MD
09/01/2023 - Present
Osaic Wealth, Inc. (GAITHERSBURG MD)
MD
02/10/2011 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (GAITHERSBURG MD)
MD
04/26/2010 - 02/11/2011
QA3 FINANCIAL CORP. (GAITHERSBURG MD)
MD
01/23/1997 - 04/30/2010
SECURITIES AMERICA, INC. (GAITHERSBURG MD)
IA
Issued 05/27/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/21/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/2001
Series 7 - General Securities Representative Examination
BC
Issued 01/21/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Bonnell is the right advisor for you? Invested Better is here to help.
